GI
XFLT

Gradient Investments’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-61
Closed -$2.16K – 1861
2023
Q4 		$2.16K Buy
+61
New +$2.12K ﹤0.01% 1207

Other funds holding XFLT

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Gradient Investments's XFLT Position: Q1 2024 in Review

Gradient Investments sold out of XAI Floating Rate & Alternative Income Trust (XFLT) in Q1 2024, closing a stake of 61 shares — an estimated $2.16K sold.

Gradient Investments first reported a position in XFLT in Q4 2023 and held it in 1 quarter. The position peaked at $2.16K in Q4 2023. 59 funds tracked by Wall St. Rank hold XFLT as of Q1 2024.

  • Gradient Investments reported no remaining XAI Floating Rate & Alternative Income Trust position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 61 XAI Floating Rate & Alternative Income Trust shares in Q1 2024, an estimated $2.16K.
  • Gradient Investments first reported a position in XAI Floating Rate & Alternative Income Trust in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's XAI Floating Rate & Alternative Income Trust position peaked at $2.16K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held XAI Floating Rate & Alternative Income Trust as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.