Wealth Enhancement Advisory Services
OXLC icon

Wealth Enhancement Advisory Services’s Oxford Lane Capital OXLC Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$148K Buy
17,409
+16
+0.1% +$147 ﹤0.01% 3840
2026
Q2 		$159K Buy
+17,393
New +$168K ﹤0.01% 3672

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FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's OXLC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Oxford Lane Capital (OXLC) stake by 0.09% in Q3 2026, buying an estimated $147 and bringing the position to 17,409 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

Wealth Enhancement Advisory Services first reported a position in OXLC in Q2 2026 and has held it in 2 quarters since. The position peaked at $159K in Q2 2026. 8 funds tracked by Wall St. Rank hold OXLC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 17,409 shares of Oxford Lane Capital worth $148K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 16 Oxford Lane Capital shares in Q3 2026, an estimated $147.
  • Oxford Lane Capital made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3840 holding.
  • Wealth Enhancement Advisory Services first reported a position in Oxford Lane Capital in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Oxford Lane Capital position peaked at $159K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Oxford Lane Capital as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.