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Xai Octagon Floatng Rate Alt shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Xai Octagon Floatng Rate Alt (XFLT) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Xai Octagon Floatng Rate Alt

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All positions including Xai Octagon Floatng Rate Alt held by J.w. Cole Advisors 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 J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 158k 6.82
2024-06-30 $601k 85k 7.05
2024-03-31 $317k 45k 7.09
2023-12-31 $165k 23k 7.14
2023-09-30 $109k 16k 6.95

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View all positions for J.w. Cole Advisors

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
National Asset Management

View all funds holding Xai Octagon Floatng Rate Alt