LWMI
XFLT

Legacy Wealth Management (Idaho)’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Legacy Wealth Management (Idaho)’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
2026
Q1 		– Hold
0
– -$6 – 1071
2025
Q4 		– Hold
0
– – – 919
2025
Q3 		– Hold
0
– – – 775

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EPCM
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RCM
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MC
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BI
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GC
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LCM
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CAM
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Toronto Dominion Bank
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