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Xai Octagon Floatng Rate Alt shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 33k 6.82
2024-06-30 $261k 37k 7.05
2024-03-31 $180k 25k 7.09

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View all positions for Integrated Wealth Concepts

Top funds holding Xai Octagon Floatng Rate Alt

Belpointe Asset Management
LPL Financial
Lido Advisors
Cambridge Investment Research Advisors
Chicago Partners Investment
Bard Associates
J.w. Cole Advisors
Mariner Wealth Advisors
Kestra Advisory Services
Roumell Asset Management
Consolidated Portfolio Review Corp
Morgan Stanley
Private Advisor
Invesco
CastleKnight Management

View all funds holding Xai Octagon Floatng Rate Alt