Apollon Wealth Management, LLC Xai Octagon Floating Rate & Alternative Income Term Trust Transaction History

Apollon Wealth Management, LLC

  • $5.29 Billion
  • Q3 2025

A detailed history of Apollon Wealth Management, LLC transactions in Xai Octagon Floating Rate & Alternative Income Term Trust stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 74,174 shares of XFLT stock, worth $367,161. This represents 0.01% of its overall portfolio holdings.

Number of Shares
74,174
Previous 46,312 60.16%
Holding current value
$367,161
Previous $261,000 50.19%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 16, 2025
BUY
$5.25 - $5.71 $146,275 - $159,092
27,862 Added 60.16%
74,174 $392,000
Q2 2025

Jul 24, 2025
BUY
$5.25 - $5.92 $111,326 - $125,533
21,205 Added 84.46%
46,312 $261,000
Q4 2024

Jan 28, 2025
BUY
$6.37 - $7.15 $159,931 - $179,515
25,107 New
25,107 $166,000

Others Institutions Holding XFLT

# of Institutions
84
Shares Held
7.25M
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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