Comprehensive Financial Planning, Inc./PA
Position in XFLT — XAI Floating Rate & Alternative Income Trust
CIK 2044855
EAST PETERSBURG, PA
Position in XFLT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$52
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 60 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Comprehensive Financial Planning, Inc./PA holds $76,996 across 8 Asset Management names. XFLT ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
381 | $41,064 | |
| 2 | BX |
Blackstone Inc.
|
200 | $23,534 | |
| 3 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
500 | $7,860 | |
| 4 | AGD |
abrdn Global Dynamic Dividend Fund
|
216 | $2,615 | |
| 5 | FPF |
First Trust Intermediate Duration Preferred & Income Fund
|
46 | $835 | |
| 6 | VRTS |
Virtus Investment Partners, Inc.
|
4 | $574 | |
| 7 | FSK |
FS KKR Capital Corp
|
44 | $462 | |
| 8 | XFLT |
XAI Floating Rate & Alternative Income Trust
This page
|
3 | $52 |
All Filings in XFLT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52 | 3 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||