KESTRA PRIVATE WEALTH SERVICES, LLC

Position in OXLC — Oxford Lane Capital Corp.

CIK 1649451 AUSTIN, TX

Position in OXLC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$88,081

-$10,256 QoQ

Shares Held

10,055

0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#60

of 97 holders

Holding Since

Sep 2020

14 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $61,362,189 across 92 Asset Management names. OXLC ranks #87 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	10,740	$10,327,154
2	BX	Blackstone Inc.	63,656	$7,490,401
3	BN	BROOKFIELD Corp /ON/	65,709	$2,798,546
4	CEF	Sprott Physical Gold & Silver Trust	51,444	$2,069,592
5	PHYS	Sprott Physical Gold Trust	62,900	$1,897,693
6	AMP	Ameriprise Financial Inc	3,884	$1,781,823
7	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	116,229	$1,607,447
8	CHY	Calamos Convertible & High Income Fund	110,076	$1,499,235

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$88,081	10,055	0.0%	Shares	Sole	2026-07-28
2026-03-31	$98,337	10,055	-0.4%	Shares	Sole	2026-04-20
2025-12-31	$147,864	10,100	-75.9%	Shares	Sole	2026-01-29
2025-06-30	$176,303	41,977	+33.7%	Shares	Sole	2025-08-07
2025-03-31	$148,208	31,400	+71.6%	Shares	Sole	2025-05-05
2024-12-31	$92,781	18,300	+63.4%	Shares	Sole	2025-01-28
2024-09-30	$58,688	11,200	-17.7%	Shares	Sole	2024-11-13
2022-03-31	$98,492	13,604	-76.6%	Shares	Sole	2022-07-21
2021-12-31	$447,380	58,026	0.0%	Shares	Sole	2022-07-21
2021-09-30	$418,367	58,026	-16.9%	Shares	Sole	2022-07-26
2021-06-30	$517,432	69,829	-10.0%	Shares	Sole	2022-07-27
2021-03-31	$488,810	77,589	-55.3%	Shares	Sole	2022-07-27
2020-12-31	$939,316	173,626	-17.6%	Shares	Sole	2022-07-28
2020-09-30	$926,732	210,621	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.