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Xai Octagon Floatng Rate Alt shares owned by Castleview Partners

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

Historical chart of Castleview Partners 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 Castleview Partners 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 Castleview Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $96k 18k 5.30
2022-09-30 $13k 2.1k 6.09
2022-06-30 $2.8k 1.0M 0.00

More positions owned by Castleview Partners

Valued Advisers Tr Regan Fltg Rate (MBSF)
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Advisor Managed Portfolios Regan Fixed Rate (MBSX)
ConocoPhillips (COP)
Home Depot (HD)
Managed Portfolio Series Leuthold Select (LST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Bristol Myers Squibb (BMY)
Amgen (AMGN)
Fidelity Covington Trust High Divid Etf (FDVV)
Proshares Tr Pshs Ultra Qqq (QLD)
Vaneck Merk Gold Etf Gold Shs (OUNZ)

View all positions for Castleview Partners

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