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Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int (XFLT) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int

Tip: Access up to 7 years of quarterly data

All positions including Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 881 17.18

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Top funds holding Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int

Sit Investment Associates
Morgan Stanley
Eagle Point Credit Management
Deschutes Portfolio Strategy
Brooklyn Capital Management
Guggenheim Capital, LLC Managers
Landscape Capital Management
Cresset Asset Management
Toronto-Dominion Bank
Rpo
Invesco
Thomas J. Herzfeld Advisors
Jane Street
Closed-End Fund Advisors
UBS Group

View all funds holding Xai Octagn Flt Rat & Alt Inm T Com Shs Benf Int