Amplius Wealth Advisors, LLC

SEC CIK: 0001900584
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

XFLT holding history

XAI Floating Rate & Alternative Income Trust in every 13F filed by Amplius Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

XFLT overview All 13F holders of XFLT Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2025

Holdings of XFLT by Amplius Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−2,236−100.0%	Sold outConverted for a 1-for-5 split	Holders
Q4 2025	11,182	$53.7K	<0.1%	+11,182	New	Holders