Creative Planning
XFLT

Creative Planning’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Creative Planning’s Portfolio XFLT Stock Details XFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,192
Closed -$64.4K – 2651
2022
Q4 		$64.4K Buy
+10,192
New +$64.4K ﹤0.01% 2186