FWP
XFLT

Firethorn Wealth Partners’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$89.1K Buy
15,778
+612
+4% +$3.46K 0.04% 172
2025
Q1
$89.6K Buy
15,166
+354
+2% +$2.09K 0.04% 168
2024
Q4
$98.4K Buy
+14,812
New +$98.4K 0.05% 159