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Private Advisor Group, LLC

Position in XFLT — XAI Floating Rate & Alternative Income Trust

CIK 1567755 MORRISTOWN, NJ

Position in XFLT

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$446,033
+$46,581 QoQ
Shares Held
25,415
+9.3% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 60 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in XFLT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Private Advisor Group, LLC holds $260,882,776 across 192 Asset Management names. XFLT ranks #104 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in XFLT

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $446,033 25,415
2026-03-31 $399,452 23,251
2025-12-31 $552,696 115,145
2025-09-30 $598,958 113,011
2025-06-30 $606,973 107,429
2025-03-31 $613,806 103,859
2024-12-31 $643,840 96,964
2024-09-30 $575,901 84,443
2024-06-30 $577,747 81,950
2024-03-31 $531,154 74,916
2023-12-31 $510,267 71,466
2023-09-30 $424,714 61,110
2023-06-30 $366,384 54,848
2023-03-31 $308,689 48,045
2022-12-31 $277,081 43,842
2022-09-30 $251,873 42,403
2022-06-30 $211,368 30,282
2022-03-31 $168,442 19,887
2021-12-31 $131,775 14,773
2021-09-30 $97,262 11,336
2020-06-30 $4,182 735