Cambridge Investment Research Advisors
XFLT

Cambridge Investment Research Advisors’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Cambridge Investment Research Advisors’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
2026
Q1 		– Sell
-18,052
Closed -$433K – 4091
2025
Q4 		$433K Sell
18,052
-2,424
-12% -$58.3K ﹤0.01% 2864
2025
Q3 		$543K Sell
20,476
-436
-2% -$12K ﹤0.01% 2597
2025
Q2 		$591K Sell
20,912
-18,303
-47% -$516K ﹤0.01% 2393
2025
Q1 		$1.16M Sell
39,215
-5,883
-13% -$188K ﹤0.01% 1743
2024
Q4 		$1.5M Buy
45,098
+1,800
+4% +$61.6K 0.01% 1565
2024
Q3 		$1.48M Buy
43,298
+2,989
+7% +$104K 0.01% 1576
2024
Q2 		$1.42M Buy
40,309
+6,666
+20% +$236K 0.01% 1528
2024
Q1 		$1.19M Buy
33,643
+24,415
+265% +$882K ﹤0.01% 1612
2023
Q4 		$329K Buy
9,228
+6,073
+192% +$211K ﹤0.01% 2524
2023
Q3 		$110K Buy
+3,155
New +$108K ﹤0.01% 2948
2022
Q3 		– Sell
-3,488
Closed -$122K – 3173
2022
Q2 		$122K Buy
3,488
+708
+25% +$27.9K ﹤0.01% 2834
2022
Q1 		$118K Buy
+2,780
New +$124K ﹤0.01% 2994
2019
Q2 		– Sell
-2,400
Closed -$104K – 2365
2019
Q1 		$104K Hold
2,400
– – ﹤0.01% 2184
2018
Q4 		$88K Buy
+2,400
New +$107K ﹤0.01% 2051

Other funds holding XFLT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Cambridge Investment Research Advisors's XFLT Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of XAI Floating Rate & Alternative Income Trust (XFLT) in Q1 2026, closing a stake of 18,052 shares — an estimated $433K sold.

Cambridge Investment Research Advisors first reported a position in XFLT in Q4 2018 and held it in 14 quarters. The position peaked at $1.5M in Q4 2024. 54 funds tracked by Wall St. Rank hold XFLT as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining XAI Floating Rate & Alternative Income Trust position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 18,052 XAI Floating Rate & Alternative Income Trust shares in Q1 2026, an estimated $433K.
  • Cambridge Investment Research Advisors first reported a position in XAI Floating Rate & Alternative Income Trust in Q4 2018 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's XAI Floating Rate & Alternative Income Trust position peaked at $1.5M in Q4 2024.
  • 54 funds tracked by Wall St. Rank held XAI Floating Rate & Alternative Income Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.