Amplius Wealth Advisors »

Xai Octagon Floatng Rate Alt shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Xai Octagon Floatng Rate Alt (XFLT) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth 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 Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Xai Octagon Floatng Rate Alt by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $54k 11k 4.80

More positions owned by Amplius Wealth Advisors

Ea Series Trust Amplius Aggressv
Putnam Etf Trust Focused Lar Cap (PVAL)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Global 100 Etf (IOO)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Ishares Tr Core S&p Scp Etf (IJR)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Capital Group International SHS (CGIC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)
Chubb (CB)

View all positions for Amplius Wealth Advisors

Top funds holding Xai Octagon Floatng Rate Alt

Sit Investment Associates
Pathstone Holdings
Cresset Asset Management
J.w. Cole Advisors
Guggenheim Capital, LLC Managers
Invesco
LPL Financial
Landscape Capital Management
Deschutes Portfolio Strategy
Virtus Investment Advisers
Lido Advisors
Kestra Advisory Services
Shaker Financial Services
UBS Group
Balyasny Asset Management

View all funds holding Xai Octagon Floatng Rate Alt