EverSource Wealth Advisors’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

EverSource Wealth Advisors’s Portfolio XFLT Stock Details XFLT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$85.9K	Buy
2025 Q4	$81.6K	Buy
2025 Q3	$74.2K	Buy
2025 Q2	$59.3K	Hold
2025 Q1	$62.1K	Buy
2024 Q4	$63.1K	Hold
2024 Q3	$64.8K	Buy
2024 Q2	$60K	Buy