Back to XFLT
Pinnacle Wealth Planning Services, Inc. → XFLT
Pinnacle Wealth Planning Services, Inc. XFLT Position History
XAI Floating Rate & Alternative Income Trust • Financial Services
Quarters held
4
Latest value
$17K
Q3 2026
Peak value
$18K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $16K |
| Q1 2026 | $15K |
| Q2 2026 | $18K |
| Q3 2026 | $17K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17K | 876 | — | — |
| Q2 2026 | $18K | 1.0K | — | — |
| Q1 2026 | $15K | 881 | — | — |
| Q4 2025 | $16K | 3.2K | — | — |
Other funds holding XFLT
$9.3M
$8.9M
$6.4M
$5.2M
$4.8M
$4.8M
$4.7M