Global Retirement Partners’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Global Retirement Partners’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 Q4	$40K	Buy	+1,665	New	+$40K	﹤0.01%	2481

Other funds holding XFLT

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Global Retirement Partners's XFLT Position: Q4 2025 in Review

Global Retirement Partners opened a new position in XAI Floating Rate & Alternative Income Trust (XFLT) in Q4 2025: 1,665 shares worth $40K. The stake represents ﹤0.01% of the portfolio and ranks #2481 among its holdings.

91 funds tracked by Wall St. Rank hold XFLT as of Q4 2025.

Global Retirement Partners held 1,665 shares of XAI Floating Rate & Alternative Income Trust worth $40K as of Q4 2025.
XAI Floating Rate & Alternative Income Trust was a new Global Retirement Partners position in Q4 2025.
XAI Floating Rate & Alternative Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2481 holding.
91 funds tracked by Wall St. Rank held XAI Floating Rate & Alternative Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.