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Xai Octagon Floatng Rate Alt shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $72k 13k 5.71
2025-03-31 $160k 27k 5.91

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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