Kestra Private Wealth Services’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Kestra Private Wealth Services’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	$188K	Buy
2025 Q1	$136K	Hold
2024 Q4	$152K	Buy
2024 Q3	$143K	Hold
2024 Q2	$148K	Hold
2024 Q1	$149K	Buy
2023 Q4	$138K	Buy
2023 Q3	$131K	Buy
2023 Q2	$116K	Buy
2023 Q1	$80K	Buy