Atria Wealth Solutions »

Xai Octagon Floatng Rate Alt shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-03-31 $66k 11k 6.00
2024-12-31 $86k 13k 6.64
2022-09-30 $89k 15k 6.01

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Xai Octagon Floatng Rate Alt

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

View all funds holding Xai Octagon Floatng Rate Alt