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 |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors | 1.0M | $6.9M | 100% | Dec 2024 |
|
| Belpointe Asset Management | 614k | $4.2M | -2% | Dec 2024 |
|
| UBS Group | 358k | $2.4M | 69% | Dec 2024 |
|
| LPL Financial | 348k | $2.3M | -2% | Dec 2024 |
|
| Cresset Asset Management | 317k | $2.1M | 100% | Dec 2024 |
|
| Consolidated Portfolio Review Corp | 270k | $1.8M | 7% | Dec 2024 |
|
| Lido Advisors | 248k | $1.6M | 0% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 226k | $1.5M | 4% | Dec 2024 |
|
| J.w. Cole Advisors | 205k | $1.4M | 30% | Dec 2024 |
|
| Chicago Partners Investment | 180k | $1.2M | -17% | Dec 2024 |
|
| Kestra Advisory Services | 175k | $1.2M | 17% | Dec 2024 |
|
| Virtus ETF Advisers | 167k | $1.1M | 16% | Dec 2024 |
|
| Mariner Wealth Advisors | 159k | $1.1M | 3% | Dec 2024 |
|
| Rsm Us Wealth Management | 151k | $1.0M | 100% | Dec 2024 |
|
| Bard Associates | 149k | $991k | -5% | Dec 2024 |
|
| Morgan Stanley | 104k | $1.3M | 8% | Dec 2024 |
|
| Private Advisor | 97k | $644k | 15% | Dec 2024 |
|
| Samalin Investment Counsel | 88k | $587k | 10% | Dec 2024 |
|
| Talon Private Wealth | 83k | $550k | 100% | Dec 2024 |
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| Triumph Capital Management | 83k | $550k | 2% | Dec 2024 |
|
| Susquehanna International | 75k | $500k | 100% | Dec 2024 |
|
| Baird Financial | 70k | $464k | -44% | Dec 2024 |
|
| CastleKnight Management | 66k | $438k | 0% | Dec 2024 |
|
| Alexander Labrunerie & Co | 60k | $398k | 1% | Dec 2024 |
|
| Great Valley Advisor Group | 56k | $371k | -15% | Dec 2024 |
|
| Wedbush Morgan Securities | 54k | $357k | -3% | Dec 2024 |
|
| Landscape Capital Management | 52k | $346k | 100% | Dec 2024 |
|
| Commonwealth Equity Services | 46k | $306k | -3% | Dec 2024 |
|
| IFG Advisory | 39k | $259k | 4% | Dec 2024 |
|
| CFO4Life | 39k | $258k | 8% | Dec 2024 |
|
| Pnc Financial Services | 37k | $244k | 100% | Dec 2024 |
|
| Jane Street | 36k | $237k | 100% | Dec 2024 |
|
| Integrated Wealth Concepts | 34k | $228k | 5% | Dec 2024 |
|
| Raymond James Financial | 34k | $226k | 100% | Dec 2024 |
|
| Walkner Condon Financial Advisors | 32k | $215k | 100% | Dec 2024 |
|
| National Asset Management | 29k | $189k | 1% | Dec 2024 |
|
| Invesco | 26k | $170k | -69% | Dec 2024 |
|
| Apollon Wealth Management | 25k | $167k | 100% | Dec 2024 |
|
| Atomi Financial Group | 25k | $166k | -6% | Dec 2024 |
|
| CoreCap Advisors | 24k | $159k | 52% | Dec 2024 |
|
| Brown Brothers Harriman & Co. | 24k | $158k | 100% | Dec 2024 |
|
| Shaker Financial Services | 24k | $158k | 100% | Dec 2024 |
|
| Kestra Private Wealth Services | 23k | $152k | 10% | Dec 2024 |
|
| Naviter Wealth | 21k | $139k | -7% | Dec 2024 |
|
| Royal Bank of Canada | 21k | $154k | -25% | Dec 2024 |
|
| Astoria Portfolio Advisors | 19k | $124k | 8% | Dec 2024 |
|
| Goss Wealth Management | 17k | $116k | 6% | Dec 2024 |
|
| Cetera Investment Advisers | 17k | $110k | 0% | Dec 2024 |
|
| Beacon Financial Advisory | 16k | $107k | 21% | Dec 2024 |
|
| Catalina Capital Group | 16k | $103k | 0% | Dec 2024 |
|
| Firethorn Wealth Partners | 15k | $90k | 2% | Mar 2025 |
|
| Evoke Wealth | 15k | $100k | 100% | Dec 2024 |
|
| Atria Wealth Solutions | 13k | $86k | 100% | Dec 2024 |
|
| Freestate Advisors | 12k | $70k | 3% | Mar 2025 |
|
| Guggenheim Capital, LLC Managers | 11k | $73k | 100% | Dec 2024 |
|
| Change Path | 11k | $71k | 100% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 11k | $70k | 100% | Dec 2024 |
|
| Orion Portfolio Solutions | 10k | $68k | 100% | Dec 2024 |
|
| Golub Group | 10k | $66k | 0% | Dec 2024 |
|
| EverSource Wealth Advisors | 9.5k | $63k | 0% | Dec 2024 |
|
| Plante Moran Financial Advisors | 8.5k | $57k | 0% | Dec 2024 |
|
| Advisor Group Holdings | 8.4k | $57k | 7% | Dec 2024 |
|
| AlphaMark Advisors | 2.9k | $19k | 6% | Dec 2024 |
|
| Noble Wealth Management PBC | 2.0k | $12k | 100% | Mar 2025 |
|
| Brian McDonald | 2.0k | $13k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 1.4k | $9.0k | 100% | Dec 2024 |
|
| SWAN Capital | 1.2k | $8.2k | 100% | Dec 2024 |
|
| Thurston, Springer, Miller, Herd & Titak | 1.1k | $6.5k | 0% | Mar 2025 |
|
| Byrne Asset Management | 1.0k | $5.9k | 0% | Mar 2025 |
|
| D. J. St. Germain | 900.00 | $5.3k | 0% | Mar 2025 |
|
| Hanson McClain Advisors | 293.00 | $1.9k | 100% | Dec 2024 |
|
| Spectrum Wealth Counsel | 180.00 | $1.2k | 100% | Dec 2024 |
|
| Hexagon Capital Partners | 20.00 | $133.000000 | 0% | Dec 2024 |
|
| Creekmur Asset Management | 5.00 | $33.000000 | 0% | Dec 2024 |
|
| FMR | 2.00 | $13.000000 | 100% | Dec 2024 |
|
| Huntington National Bank | 1.00 | $7.000000 | 0% | Dec 2024 |
|
Who sold out of Xai Octagon Floatng Rate Alt?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Walleye Trading Advisors | Sep 2024 | 46k | $310k |
| Worth Asset Management | Dec 2024 | 29k | $195k |
| Modera Wealth Management | Sep 2024 | 27k | $184k |
| Advisory Services Network | Sep 2024 | 25k | $179k |
| PFG Investments | Sep 2024 | 11k | $76k |
| Jaffetilchin Investment Partners | Sep 2024 | 765.00 | $5.2k |
| FNY Investment Advisers | Sep 2024 | 200.00 | $1.0k |