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Xai Octagon Floatng Rate Alt shares owned by Astoria Portfolio Advisors

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

Historical chart of Astoria Portfolio 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 Astoria Portfolio 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 Astoria Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $120k 17k 6.89
2024-06-30 $109k 16k 7.05
2024-03-31 $110k 16k 7.00
2023-12-31 $121k 16k 7.61
2023-09-30 $96k 14k 6.78
2023-06-30 $70k 10k 6.83

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Top funds holding Xai Octagon Floatng Rate Alt

Belpointe Asset Management
LPL Financial
Lido Advisors
Cambridge Investment Research Advisors
Chicago Partners Investment
Bard Associates
J.w. Cole Advisors
Mariner Wealth Advisors
Kestra Advisory Services
Roumell Asset Management
Consolidated Portfolio Review Corp
Morgan Stanley
Private Advisor
Invesco
CastleKnight Management

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