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Triad Wealth Partners’s XAI Floating Rate & Alternative Income Trust XFLT Stock Holding History

Triad Wealth 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
Q3 		– Sell
-40
Closed -$1.41K – 958
2024
Q2 		$1.41K Buy
+40
New +$1.42K ﹤0.01% 821

Other funds holding XFLT

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $36.8B AUM 26.6% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Triad Wealth Partners's XFLT Position: Q3 2024 in Review

Triad Wealth Partners sold out of XAI Floating Rate & Alternative Income Trust (XFLT) in Q3 2024, closing a stake of 40 shares — an estimated $1.41K sold.

Triad Wealth Partners first reported a position in XFLT in Q2 2024 and held it in 1 quarter. The position peaked at $1.41K in Q2 2024. 58 funds tracked by Wall St. Rank hold XFLT as of Q3 2024.

  • Triad Wealth Partners reported no remaining XAI Floating Rate & Alternative Income Trust position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 40 XAI Floating Rate & Alternative Income Trust shares in Q3 2024, an estimated $1.41K.
  • Triad Wealth Partners first reported a position in XAI Floating Rate & Alternative Income Trust in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's XAI Floating Rate & Alternative Income Trust position peaked at $1.41K in Q2 2024.
  • 58 funds tracked by Wall St. Rank held XAI Floating Rate & Alternative Income Trust as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.