Who owns Xai Octagon Floatng Rate Alt?
- Ticker: XFLT
- CUSIP Number: 98400t106
Tip: Access positions for across all investors
Analyze quarterly positions in Xai Octagon Floatng Rate Alt with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Xai Octagon Floatng Rate Alt stock
Who bought or sold Xai Octagon Floatng Rate Alt this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Belpointe Asset Management | 614k | $4.3M | 32% | Jun 2024 |
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| LPL Financial | 355k | $2.4M | 6% | Sep 2024 |
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| Lido Advisors | 248k | $1.8M | 16% | Jun 2024 |
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| Cambridge Investment Research Advisors | 217k | $1.5M | 7% | Sep 2024 |
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| Chicago Partners Investment | 216k | $1.5M | 10% | Sep 2024 |
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| Bard Associates | 158k | $1.1M | 0% | Sep 2024 |
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| J.w. Cole Advisors | 158k | $1.1M | 85% | Sep 2024 |
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| Mariner Wealth Advisors | 154k | $1.1M | 26% | Sep 2024 |
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| Kestra Advisory Services | 150k | $1.0M | 9% | Sep 2024 |
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| Roumell Asset Management | 141k | $997k | 0% | Jun 2024 |
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| Consolidated Portfolio Review Corp | 121k | $850k | 100% | Jun 2024 |
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| Morgan Stanley | 91k | $954k | 12% | Jun 2024 |
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| Private Advisor | 84k | $576k | 3% | Sep 2024 |
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| Invesco | 84k | $571k | 100% | Sep 2024 |
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| National Asset Management | 69k | $495k | 1% | Jun 2024 |
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| CastleKnight Management | 66k | $450k | 0% | Sep 2024 |
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| Great Valley Advisor Group | 65k | $446k | 8% | Sep 2024 |
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| Alexander Labrunerie & Co | 59k | $404k | 0% | Sep 2024 |
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| Wedbush Morgan Securities | 56k | $378k | 10% | Sep 2024 |
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| Commonwealth Equity Services | 47k | $323k | 4% | Sep 2024 |
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| IFG Advisory | 38k | $257k | 3% | Sep 2024 |
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| Goss Wealth Management | 37k | $259k | 53% | Jun 2024 |
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| CFO4Life | 36k | $244k | 0% | Sep 2024 |
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| Worth Asset Management | 34k | $231k | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 33k | $223k | -11% | Sep 2024 |
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| Raymond James & Associates | 28k | $194k | 3% | Sep 2024 |
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| Royal Bank of Canada | 28k | $191k | -22% | Sep 2024 |
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| Modera Wealth Management | 27k | $184k | 9% | Sep 2024 |
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| Atomi Financial Group | 26k | $180k | 20% | Sep 2024 |
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| Advisory Services Network | 25k | $179k | 0% | Sep 2024 |
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| Naviter Wealth | 22k | $155k | -11% | Sep 2024 |
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| Kestra Private Wealth Services | 21k | $143k | 0% | Sep 2024 |
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| Astoria Portfolio Advisors | 17k | $120k | 13% | Sep 2024 |
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| CoreCap Advisors | 16k | $107k | 0% | Sep 2024 |
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| Catalina Capital Group | 16k | $105k | -37% | Sep 2024 |
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| PFG Investments | 13k | $95k | -63% | Jun 2024 |
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| Beacon Financial Advisory | 13k | $90k | 1% | Sep 2024 |
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| Freestate Advisors | 11k | $75k | 100% | Sep 2024 |
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| Golub Group | 10k | $68k | 0% | Sep 2024 |
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| EverSource Wealth Advisors | 9.5k | $65k | 12% | Sep 2024 |
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| Plante Moran Financial Advisors | 8.5k | $58k | 0% | Sep 2024 |
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| Advisor Group Holdings | 7.8k | $54k | -79% | Sep 2024 |
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| AlphaMark Advisors | 2.7k | $19k | 10% | Sep 2024 |
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| Brian McDonald | 2.0k | $14k | 0% | Sep 2024 |
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| Thurston, Springer, Miller, Herd & Titak | 1.1k | $7.5k | 100% | Sep 2024 |
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| Byrne Asset Management | 1.0k | $7.1k | 0% | Jun 2024 |
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| Jaffetilchin Investment Partners | 765.00 | $5.2k | 100% | Sep 2024 |
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| FNY Investment Advisers | 200.00 | $1.0k | 100% | Sep 2024 |
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| Hexagon Capital Partners | 20.00 | $136.000000 | 0% | Sep 2024 |
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| Creekmur Asset Management | 5.00 | $32.000000 | 0% | Sep 2024 |
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| Huntington National Bank | 1.00 | $7.000000 | 0% | Sep 2024 |
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Who sold out of Xai Octagon Floatng Rate Alt?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| All Season Financial Advisors | Jun 2024 | 82k | $578k |
| Sykon Capital | Jun 2024 | 22k | $155k |
| Citadel Advisors | Jun 2024 | 19k | $135k |
| Hrt Financial | Jun 2024 | 19k | $133k |
| HighTower Advisors | Mar 2024 | 11k | $78k |
| Orion Portfolio Solutions | Mar 2024 | 10k | $73k |
| Lindbrook Capital | Jun 2024 | 7.0k | $49k |
| Nelson, Van Denburg & Campbell Wealth Management | Jun 2024 | 2.7k | $19k |
| Bank of America Corporation | Jun 2024 | 2.6k | $19k |
| Triad Wealth Partners | Jun 2024 | 200.00 | $1.4k |