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Xai Octagon Floatng Rate Alt shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Xai Octagon Floatng Rate Alt (XFLT) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory 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 Beacon Financial Advisory 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 Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $86k 12k 7.09
2023-12-31 $89k 13k 7.14
2023-09-30 $79k 11k 6.95
2023-06-30 $74k 11k 6.68
2023-03-31 $69k 11k 6.43
2022-12-31 $64k 10k 6.32

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Top funds holding Xai Octagon Floatng Rate Alt

Lido Advisors
UBS Group
Chicago Partners Investment
Cambridge Investment Research Advisors
Baird Financial
Kestra Advisory Services
Virtus ETF Advisers
All Season Financial Advisors
Private Advisor
National Asset Management
Wedbush Morgan Securities
J.w. Cole Advisors
Commonwealth Equity Services
Great Valley Advisor Group
Royal Bank of Canada

View all funds holding Xai Octagon Floatng Rate Alt