J.W. COLE ADVISORS, INC.
CIK
0001404763
City
TAMPA
State / Country
FL
Holdings in XFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,840,008 | 451,667 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $11,536,510 | 435,340 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $12,916,578 | 457,224 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $14,700,002 | 497,462 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $6,816,823 | 205,326 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $5,382,787 | 157,853 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $3,004,745 | 85,241 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,586,493 | 44,753 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $825,491 | 23,123 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $543,351 | 15,636 | Shares | Sole | 2023-10-24 |