Historical shareholding details of J.W. COLE ADVISORS, INC. holdings in XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT)

Monthly changes of J.W. COLE ADVISORS, INC. shareholding in XAI Octagon Floating Rate & Alternative Income Term Trust over the previous months

Month Name Total no. shares held Percent Holding
Mar 31, 2025 J.W. Cole Advisors, Inc. 497,462 0.65%
Dec 31, 2024 J.W. Cole Advisors, Inc. 205,326 0.27%
Sep 30, 2024 J.W. Cole Advisors, Inc. 157,853 0.29%
Jun 30, 2024 J.W. Cole Advisors, Inc. 85,241 0.15%
Mar 31, 2024 J.W. Cole Advisors, Inc. 0 0.00%
Dec 31, 2023 J.W. Cole Advisors, Inc. 23,123 0.04%
Sep 30, 2023 J.W. Cole Advisors, Inc. 15,636 0.03%

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