Walkner Condon Financial Advisors »

Xai Octagon Floatng Rate Alt shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon 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 Walkner Condon 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $190k 36k 5.30
2025-06-30 $195k 35k 5.65
2025-03-31 $196k 33k 5.91
2024-12-31 $215k 32k 6.64

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Walkner Condon Financial Advisors

Top funds holding Xai Octagon Floatng Rate Alt

Sit Investment Associates
Pathstone Holdings
Cresset Asset Management
J.w. Cole Advisors
Guggenheim Capital, LLC Managers
Belpointe Asset Management
Invesco
LPL Financial
Consolidated Portfolio Review Corp
Landscape Capital Management
Deschutes Portfolio Strategy
Virtus Investment Advisers
Lido Advisors
Kestra Advisory Services
UBS Group

View all funds holding Xai Octagon Floatng Rate Alt