Great Valley Advisor Group »

Xai Octagon Floatng Rate Alt shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Xai Octagon Floatng Rate Alt (XFLT) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group 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 Great Valley Advisor Group 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 Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 43k 7.09
2023-12-31 $330k 46k 7.14

More positions owned by Great Valley Advisor Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

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