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Xai Octagon Floatng Rate Alt shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Xai Octagon Floatng Rate Alt (XFLT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Xai Octagon Floatng Rate Alt

Tip: Access up to 7 years of quarterly data

All positions including Xai Octagon Floatng Rate Alt held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xai Octagon Floatng Rate Alt by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $317k 45k 7.09
2023-12-31 $165k 23k 7.14
2023-09-30 $109k 16k 6.95

More positions owned by J.w. Cole Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Select Sector Spdr Tr Technology (XLK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for J.w. Cole Advisors

Top funds holding Xai Octagon Floatng Rate Alt

Belpointe Asset Management
LPL Financial
Lido Advisors
UBS Group
Chicago Partners Investment
Cambridge Investment Research Advisors
Bard Associates
Baird Financial
Virtus ETF Advisers
Kestra Advisory Services
Walleye Trading Advisors
All Season Financial Advisors
Morgan Stanley
Private Advisor
Samalin Investment Counsel

View all funds holding Xai Octagon Floatng Rate Alt