SAM
OXLC

Simplify Asset Management’s Oxford Lane Capital OXLC Stock Holding History

Simplify Asset Management’s Portfolio OXLC Stock Details OXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100,000
Closed -$978K – 155
2026
Q1 		$978K Buy
+100,000
New +$1.1M 0.02% 74
2024
Q2 		– Sell
-25,414
Closed -$646K – 122
2024
Q1 		$646K Buy
+25,414
New +$653K 0.04% 81

Other funds holding OXLC

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $223M AUM 20.03% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return

Simplify Asset Management's OXLC Position: Q2 2026 in Review

Simplify Asset Management sold out of Oxford Lane Capital (OXLC) in Q2 2026, closing a stake of 100,000 shares — an estimated $978K sold.

Simplify Asset Management first reported a position in OXLC in Q1 2024 and held it in 2 quarters. The position peaked at $978K in Q1 2026. 20 funds tracked by Wall St. Rank hold OXLC as of Q2 2026.

  • Simplify Asset Management reported no remaining Oxford Lane Capital position as of Q2 2026 after selling out during the quarter.
  • Simplify Asset Management sold 100,000 Oxford Lane Capital shares in Q2 2026, an estimated $978K.
  • Simplify Asset Management first reported a position in Oxford Lane Capital in Q1 2024 and held it in 2 quarters.
  • Simplify Asset Management's Oxford Lane Capital position peaked at $978K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.