Great Valley Advisor Group’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Great Valley Advisor Group’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 Q2	$290K	Sell
2025 Q1	$316K	Sell
2024 Q4	$371K	Sell
2024 Q3	$446K	Buy
2024 Q2	$425K	Buy
2024 Q1	$302K	Sell
2023 Q4	$330K	Buy