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Xai Octagon Floatng Rate Alt shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $195k 29k 6.64
2024-09-30 $231k 34k 6.82

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View all positions for Worth Asset Management

Top funds holding Xai Octagon Floatng Rate Alt

Thomas J. Herzfeld Advisors
Belpointe Asset Management
UBS Group
LPL Financial
Cresset Asset Management
Consolidated Portfolio Review Corp
Lido Advisors
Cambridge Investment Research Advisors
J.w. Cole Advisors
Chicago Partners Investment
Kestra Advisory Services
Virtus ETF Advisers
Mariner Wealth Advisors
Rsm Us Wealth Management
Bard Associates

View all funds holding Xai Octagon Floatng Rate Alt