Spectrum Wealth Counsel’s Oxford Lane Capital OXLC Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$5.36K	Buy	227 +77	+51%	+$1.92K	﹤0.01%	250
2024 Q4	$3.8K	Hold	150	–	–	﹤0.01%	265
2024 Q3	$3.93K	Hold	150	–	–	﹤0.01%	277
2024 Q2	$4.07K	Hold	150	–	–	﹤0.01%	322
2024 Q1	$3.81K	Hold	150	–	–	﹤0.01%	330
2023 Q4	$3.71K	Buy	+150	New	+$3.7K	﹤0.01%	298

Other funds holding OXLC

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $5.92B AUM 23.78% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $288M AUM 38.96% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DFG

Delphi Financial Group Wilmington, Delaware $222M AUM 11.28% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spectrum Wealth Counsel's OXLC Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Oxford Lane Capital (OXLC) stake by 51% in Q1 2025, buying an estimated $1.92K and bringing the position to 227 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Spectrum Wealth Counsel first reported a position in OXLC in Q4 2023 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold OXLC as of Q1 2025.

Spectrum Wealth Counsel held 227 shares of Oxford Lane Capital worth $5.36K as of Q1 2025.
Spectrum Wealth Counsel bought 77 Oxford Lane Capital shares in Q1 2025, an estimated $1.92K.
Oxford Lane Capital made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #250 holding.
Spectrum Wealth Counsel first reported a position in Oxford Lane Capital in Q4 2023 and has held it in 6 quarters since.
139 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.