Walkner Condon Financial Advisors’s XAI Octagon Floating Rate and Alternative Income Trust XFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$190K Buy
2025
Q2
$195K Buy
2025
Q1
$196K Buy
2024
Q4
$215K Buy