Cetera Investment Advisers Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History

Cetera Investment Advisers

  • $80.6 Billion
  • Q3 2025

A detailed history of Cetera Investment Advisers transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Cetera Investment Advisers holds 95,588 shares of XFLT stock, worth $457,866. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95,588
Previous 10,537 807.17%
Holding current value
$457,866
Previous $59,000 755.93%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$5.25 - $5.71 $446,517 - $485,641
85,051 Added 807.17%
95,588 $505,000
Q2 2025

Aug 08, 2025
SELL
$5.25 - $5.92 $32,849 - $37,041
-6,257 Reduced 37.26%
10,537 $59,000
Q1 2025

May 06, 2025
BUY
$5.91 - $6.78 $1,182 - $1,356
200 Added 1.21%
16,794 $99,000
Q4 2024

Feb 13, 2025
BUY
$6.37 - $7.15 $465 - $521
73 Added 0.44%
16,594 $110,000
Q3 2024

Nov 13, 2024
BUY
$6.77 - $7.11 $111,847 - $117,464
16,521 New
16,521 $112,000

Others Institutions Holding XFLT

# of Institutions
92
Shares Held
11.8M
Call Options Held
0
Put Options Held
0
View Full List

About XAI Octagon Floating Rate & Alternative Income Term Trust

XFLT Quotes by TradingView
  • Ticker XFLT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
More about XFLT
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