Strategic Wealth Partners’s Oxford Square Capital OXSQ Stock Holding History

Strategic Wealth Partners’s Portfolio OXSQ Stock Details OXSQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$166K	Buy	+126,000	New	+$202K	0.01%	332

Other funds holding OXSQ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

BLFG

Brian Low Financial Group Baton Rouge, Louisiana $171M AUM 23.95% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Strategic Wealth Partners's OXSQ Position: Q2 2026 in Review

Strategic Wealth Partners opened a new position in Oxford Square Capital (OXSQ) in Q2 2026: 126,000 shares worth $166K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

37 funds tracked by Wall St. Rank hold OXSQ as of Q2 2026.

Strategic Wealth Partners held 126,000 shares of Oxford Square Capital worth $166K as of Q2 2026.
Oxford Square Capital was a new Strategic Wealth Partners position in Q2 2026.
Oxford Square Capital made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #332 holding.
37 funds tracked by Wall St. Rank held Oxford Square Capital as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.