AWS
XFLT

Atria Wealth Solutions’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Atria Wealth Solutions’s Portfolio XFLT Stock Details XFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,194
Closed -$65.8K – 1931
2025
Q1 		$65.8K Sell
2,194
-398
-15% -$12.7K ﹤0.01% 1817
2024
Q4 		$86.1K Buy
+2,592
New +$88.6K ﹤0.01% 1909
2022
Q4 		– Sell
-2,964
Closed -$89.1K – 1893
2022
Q3 		$89.1K Buy
+2,964
New +$104K ﹤0.01% 1654

Other funds holding XFLT

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return