Updated: May 19, 2026

John Yogi Spence

XFLTXAI Octagon Floating Rate & Alternative Income TrustSEC CIK: 0001718133
Estimated Net Worth
$48.6 Million0.0%vs Last Year
Last Updated: May 19, 2026 11:45 PM EST

Transaction Summary

Total Transactions72
Buy-Sell Ratio1.00
Buy Transactions33
Sell Transactions33

Transaction Volume

Total Volume$1.06M
Net Volume$601.05K
Buy Volume$831.65K
Sell Volume$230.61K

Trade Analysis

AVG Trade Size$14.75K
Largest Trade$150K
Most Active MonthSep
Most Active Year2018

Trading Sentiment

OverallBullish
Recent TradeBuying
Last 90 Days0 Trades
ConvictionNone

Net Worth & Trading Activity Over Time

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Monthly Trading Pattern

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Past Insider Trading and Trends

John Yogi Spence has an estimated net worth of $48.6 Million. This is based on reported shares across multiple companies, which include XAI Octagon Floating Rate & Alternative Income Trust, Octagon XAI CLO Income Fund, Montana Technologies Corp., and XAI Madison Equity Premium Income Fund.



2022 was John Yogi Spence's most active year for acquiring shares with 30 total transactions. John Yogi Spence's most active month to acquire stocks was the month of October. 2018 was John Yogi Spence's most active year for disposing of shares, totalling 28 transactions. John Yogi Spence's most active month to dispose stocks was the month of August. 2024 saw John Yogi Spence paying a total of $281,521.21 for 8,626,134.626 shares, this is the most they've acquired in one year. In 2018 John Yogi Spence cashed out on 23,296 shares for a total of $230,605.30, their largest year based on trade value.

Holdings & Transactions

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