Belpointe Asset Management LLC Xai Octagon Floating Rate & Alternative Income Term Trust Call Options Transaction History

Belpointe Asset Management LLC

$2.14 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XFLT

# of Institutions

83

Shares Held

7.37M

Call Options Held

0

Put Options Held

0

Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

1.26M
Shares

$6.91 Million
2.53% of portfolio
J.W. Cole Advisors, Inc.

497K
Shares

$2.73 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

357K
Shares

$1.96 Million
0.0% of portfolio
Cresset Asset Management, LLC Chicago, IL

317K
Shares

$1.74 Million
0.01% of portfolio
Consolidated Portfolio Review Corp Woodbury, NY

283K
Shares

$1.55 Million
0.22% of portfolio

About XAI Octagon Floating Rate & Alternative Income Term Trust

Ticker XFLT
Exchange NYSE
Sector Financial Services
Industry Asset Management

More about XFLT

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