Highland Financial Advisors »

Xai Octagon Floatng Rate Alt shares owned by Highland Financial Advisors

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

Historical chart of Highland Financial 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 Highland Financial Advisors 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 Highland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $56k 12k 4.80

More positions owned by Highland Financial Advisors

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Goldman Sachs Etf Tr Innovat Eq Etf (GINN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Avantis Respon U (AVSU)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Highland Financial Advisors

Top funds holding Xai Octagon Floatng Rate Alt

Sit Investment Associates
Deschutes Portfolio Strategy
Cresset Asset Management
Guggenheim Capital, LLC Managers
Thomas J. Herzfeld Advisors
Landscape Capital Management
Brooklyn Capital Management
J.w. Cole Advisors
Envestnet Asset Management
Invesco
Virtus Investment Advisers
Lido Advisors
LPL Financial
Shaker Financial Services
Kestra Advisory Services

View all funds holding Xai Octagon Floatng Rate Alt