JIP
XFLT

Jaffetilchin Investment Partners’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-153
Closed -$5.22K – 1320
2024
Q3 		$5.22K Buy
+153
New +$5.32K ﹤0.01% 1029

Other funds holding XFLT

TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Jaffetilchin Investment Partners's XFLT Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of XAI Floating Rate & Alternative Income Trust (XFLT) in Q4 2024, closing a stake of 153 shares — an estimated $5.22K sold.

Jaffetilchin Investment Partners first reported a position in XFLT in Q3 2024 and held it in 1 quarter. The position peaked at $5.22K in Q3 2024. 76 funds tracked by Wall St. Rank hold XFLT as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining XAI Floating Rate & Alternative Income Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 153 XAI Floating Rate & Alternative Income Trust shares in Q4 2024, an estimated $5.22K.
  • Jaffetilchin Investment Partners first reported a position in XAI Floating Rate & Alternative Income Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's XAI Floating Rate & Alternative Income Trust position peaked at $5.22K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held XAI Floating Rate & Alternative Income Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.