We are live on ! Find out more
XFLT icon

XAI Floating Rate & Alternative Income Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$1.66K – – –
SWC
77
Spectrum Wealth Counsel
Indiana
$1.06K – – –
FIA
78
FNY Investment Advisers
New York
$1K +$1.28K +40 New
BBHC
79
Brown Brothers Harriman & Co
New York
$674 -$151K -4,735 -100%
HCP
80
Hexagon Capital Partners
Arkansas
$118 – – –
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$5 – – –
VEA
82
Virtus ETF Advisers
New York
– -$1.11M -33,408 Closed
IFG
83
Independent Financial Group
California
– -$885K -26,654 Closed
CM
84
CastleKnight Management
New York
– -$438K -13,200 Closed
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
– -$244K -7,342 Closed
WAM
86
Worth Asset Management
Texas
– -$195K -5,866 Closed
SFS
87
Shaker Financial Services
Virginia
– -$157K -4,743 Closed
APA
88
Astoria Portfolio Advisors
New York
– -$124K -3,746 Closed
CW
89
CreativeOne Wealth
Kansas
– -$70.7K -2,129 Closed
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
– -$69.8K -2,103 Closed
BCI
91
Brinker Capital Investments
Pennsylvania
– -$67.9K -2,044 Closed
OPS
92
Orion Portfolio Solutions
Nebraska
– -$67.9K -2,044 Closed
Jones Financial Companies
93
Jones Financial Companies
Missouri
– -$9.04K -272 Closed
CAM
94
Creekmur Asset Management
Illinois
– -$33 -1 Closed
DB
95
Danske Bank
Denmark
– -$13 – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
– -$13 – –