Flynn Details the Terminated Sub-Adviser Octagon’s Underperformance at XFLT and Concerning Recent CLO Defaults Across Its Portfolio (View Videos) The Board Unanimously Selected the King Street Sub-Adviser for the Strength of Its CLO Platform, Depth of Talent and Expanded Investment Capabilities More Information About the XFLT Proxy Vote Can Be Found Here XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 21, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), addressed XFLT shareholders directly in a series of

Issues Letter to Shareholders Presenting a Credible Plan to Close the Fund’s Discount to NAV, Which Begins with Rejecting the New Sub-Adviser Proposal Highlights the Board’s Conflicts of Interest and Deficient Diligence Process and Institutional Instability at Rockford Tower’s Parent Company, King Street Urges Shareholders to Vote AGAINST the New Sub-Adviser Proposal on the BLUE Proxy Card Octagon Credit Investors, LLC ("Octagon" or "we" or "our"), the sub-adviser to XAI Floating Rate & Alternative Income Trust (NYSE:XFLT) (the "Fund"), today issued an open letter to the Fund’s shareholders urging them to vote AGAINST the approval of a new sub-advisory agreement at the Fund’s special

Letter to XFLT Shareholders Makes the Choice Clear: The Approval of the King Street Sub-Adviser Will Potentially Enhance Distributions and Long-Term Performance With NO Fee Increase to Shareholders Letter #3 XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 20, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), published a letter to shareholders outlining the numerous benefits of the proposed sub-advisory agreement among the Fund, XAI and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"),

XFLT Hosts Webinar on Benefits of the King Street Sub-Adviser XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 19, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), shared an informational webinar featuring XAI President Kimberly Flynn, who spoke directly to XFLT shareholders on the benefits of the new investment sub-advisory agreement among the Fund, XA Investments LLC and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"), a wholly owned subsidiary of King Street Capital Management, L.

Fees Will NOT Increase If Proposal Is Approved Terminated Sub-Adviser Octagon’s "Proven Investment Team" Responsible for -54% NAV Erosion at XFLT and Seven CLO Defaults Across Its Own Portfolio XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 18, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), responded to misleading claims regarding the approval of a new investment sub-advisory agreement among the Fund, XAI and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"), a wholly owned subsidi

Notes that Board Seemingly Conducted Inadequate Diligence on its Proposed Sub-Adviser Board’s Proposal Would Increase Fees Paid to XAI While Replacing a Proven Investment Team Urges Shareholders to Vote AGAINST the New Sub-Adviser Proposal Octagon Credit Investors, LLC ("Octagon" or "our"), a leading credit-focused asset manager with 30 years of experience, today responded to the ongoing false claims made by XAI Floating Rate & Alternative Income Trust (NYSE:XFLT) (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the "Fund" or "XFLT") in connection with XFLT’s upcoming special meeting of shareholders, which is scheduled to be held on July 30, 2026 (the "Special Meeting

The Terminated Sub-Adviser Octagon Attempts to Manufacture Confusion; XFLT Shareholders Deserve to Know the Truth XFLT Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 17, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC, manager of XAI Floating Rate & Alternative Income Trust (XFLT) (the "Fund"), provides answers to shareholders’ questions regarding the approval of a new investment sub-advisory agreement among the Fund, XA Investments LLC and Rockford Tower Asset Management, L.L.C. (the "King Street Sub-Adviser"), a wholly owned subsidiary of King Street Capital Management, L.P. ("King Street") i

XFLT Published Letters (Letter #1 and Letter #2) and a Comprehensive Presentation to Shareholders Addressing Misstatements and Falsehoods Made by Terminated Sub-Adviser Octagon Credit Investors Terminated Sub-Adviser Characterizes Track Record of -54% NAV Reduction Since the Fund’s Inception As "Admirable" Shareholders Deserve Qualified Sub-Adviser with Potential for XFLT to Increase Distributions, Enhance Performance, and with No Fee Increases Fund Asks Shareholders to Vote on the WHITE Proxy Card "FOR" the King Street Sub-Advisory Agreement at Special Meeting on July 30, 2026 CHICAGO, July 16, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC, manager of XAI Floating Rate & Alternative In

Notes XFLT’s Underlying Assets Have Outperformed Their Applicable Benchmarks Even as the Board and XFLT’s Adviser Are Responsible for Questionable Capital Structure, Distribution and Fee Decisions that Have Harmed Shareholders Exposes Contradiction in the Board’s Claim that Octagon Is "NOT Responsible" for Fund Management and Operations While Blaming Octagon for What the Board Regards as the Fund’s Underperformance Urges Shareholders to Vote AGAINST the New Sub-Adviser Proposal on the BLUE Proxy Card Octagon Credit Investors, LLC ("Octagon" or "our"), a leading credit-focused asset manager, today responded to the false claims made by XAI Floating Rate & Alternative Income Trust (NYSE:

Proposes Better Path Forward for XFLT Shareholders Urges All Shareholders to Vote the BLUE Proxy Card AGAINST the Proposal to Approve a New Sub-Advisory Agreement with an Unproven Investment Manager at No Savings to Shareholders Octagon Credit Investors, LLC ("Octagon"), a leading credit-focused asset manager and shareholder of the XAI Floating Rate & Alternative Income Trust (NYSE:XFLT) (formerly, XAI Octagon Floating Rate & Alternative Income Trust) (the "Fund" or "XFLT"), today announced that it has published a presentation to shareholders in connection with the Fund’s upcoming special meeting of shareholders, which is scheduled to be held on July 30, 2026 (the "Special Meeting"). T

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4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

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4 - XAI Octagon Floating Rate & Alternative Income Term Trust (0001703079) (Issuer)

B. Riley Securities initiated coverage of XAI Octagon FR & Alt with a rating of Buy and set a new price target of $10.50

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4 - XAI Octagon Floating Rate & Alternative Income Trust (0001703079) (Issuer)

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CHICAGO, March 26, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (XAI), a Chicago-based alternative investment management and consulting firm, announced that Lauren Michalak has joined the firm as a managing director and head of product development and strategy, leading efforts in those areas for the firm's proprietary closed-end funds. She will also serve the firm's interval fund consulting clients and research clients. "Lauren has spent two decades operating at the intersection of product innovation, strategy, and enterprise execution. She has led every stage of the product development lifecycle across multiple fund structures, raised over $15 billion of new capital, and driven complex, c

CHICAGO, Jan. 27, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC ("XAI"), a Chicago-based alternative investment management and consulting firm, announced that Tom McCabe has joined XAI as a Director of Regional Sales. Mr. McCabe brings vast expertise in product and service offerings specifically focusing on the Registered Investment Advisor (RIA), Broker Dealer, and Family Office networks on the East Coast, to accelerate XAI's distribution efforts in the interval fund and closed-end fund marketplace. Mr. McCabe has more than 15 years of work in financial services, focusing on evolving product and service offerings and working closely within the RIA marketplace. Most recently, he was a Sales

Madison Covered Call & Equity Strategy Fund (NYSE:MCN) ("MCN" or the "Fund") announced three significant changes today. The Fund appointed XA Investments LLC ("XAI") as its investment adviser, and it also retained Madison Asset Management, LLC ("Madison") as its sub-adviser. Additionally, the Fund announced that it would change its corporate name to XAI Madison Equity Premium Income Fund. The Fund expects to trade under its new name on or around December 9, 2024, and it will retain its current New York Stock Exchange ticker MCN. The appointment of XAI and Madison as MCN's investment adviser and sub-adviser, respectively, follows the receipt of approval from the Fund's shareholders at a sp

XA Investments LLC ("XAI"), a Chicago-based alternative investment management and consulting firm, has welcomed Paul Dunn as a Senior Advisor. After a successful investment management career that culminated at Bluerock Capital Markets, Paul will advise XAI on sales and distribution. XAI provides individual investors with access to institutional-caliber alternative managers by partnering with established industry professionals with proven capabilities in alternative credit, private debt, and select hedge fund strategies. "Paul's executive leadership in the alternatives market is second to none. We are pleased to have him join the XAI senior advisor group and lend his interval fund expertise

CHICAGO, June 01, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.225 per share on the Trust's common shares (NYSE:XFLT), payable on July 1, 2026, to common shareholders of record as of June 15, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.225 per share. The following dates apply to the declaration:   Ex-Dividend DateJune 15, 2026  Record DateJune 15, 2026  Payable DateJuly 1, 2026  Amount$0.225 per common share  Change from Previous MonthNo Change   Common share distributions may be paid from net investment income

CHICAGO, May 01, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.225 per share on the Trust's common shares (NYSE:XFLT), payable on June 1, 2026, to common shareholders of record as of May 15, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.225 per share. The following dates apply to the declaration: Ex-Dividend DateMay 15, 2026  Record DateMay 15, 2026  Payable DateJune 1, 2026  Amount$0.225 per common share  Change from Previous MonthNo Change Common share distributions may be paid from net investment income (regula

CHICAGO, March 06, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT) (the "Trust") today announced that its Board of Trustees has approved the implementation of a 1-for-5 reverse stock split (the "Reverse Stock Split") of the Trust's common shares of beneficial interest, par value $0.01 per share (the "Common Shares"). As a result of the Reverse Stock Split, every five (5) Common Shares issued and outstanding will be automatically combined into one (1) issued and outstanding Common Share, without any change in the par value per share. The Reverse Stock Split will affect all common shareholders uniformly and will not alter any shareholder's percentag

CHICAGO, March 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.060 per share on the Trust's common shares (NYSE:XFLT), payable on April 1, 2026, to common shareholders of record as of March 16, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. The following dates apply to the declaration: Ex-Dividend DateMarch 16, 2026  Record DateMarch 16, 2026  Payable DateApril 1, 2026  Amount$0.060 per common share  Change from Previous MonthNo Change Common share distributions may be paid from net investment inco

CHICAGO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.060 per share on the Trust's common shares (NYSE:XFLT), payable on March 2, 2026, to common shareholders of record as of February 17, 2026, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.060 per share. The following dates apply to the declaration: Ex-Dividend DateFebruary 17, 2026  Record DateFebruary 17, 2026  Payable DateMarch 2, 2026  Amount$0.060 per common share  Change from Previous Month            No Change   Common share distributions may be paid fr

CHICAGO, Jan. 02, 2026 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.060 per share on the Trust's common shares (NYSE:XFLT), payable on January 30, 2026, to common shareholders of record as of January 15, 2026, as noted below. The distribution amount represents a 14.29% decrease from the previous month's $0.070 per share. The Trust's investment objective is to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle. The Trust's investment portfolio is primarily comprised of floating-rate credit instruments. The Federal Reserve's recent reductio

CHICAGO, Dec. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.070 per share on the Trust's common shares (NYSE:XFLT), payable on December 31, 2025, to common shareholders of record as of December 15, 2025, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.070 per share. The following dates apply to the declaration:    Ex-Dividend Date  December 15, 2025  Record Date  December 15, 2025  Payable Date  December 31, 2025  Amount  $0.070 per common share  Change from Previous Month              No change Common share distribut

CHICAGO, Nov. 03, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.070 per share on the Trust's common shares (NYSE:XFLT), payable on December 1, 2025, to common shareholders of record as of November 17, 2025, as noted below. The amount of the distribution represents no change from the previous month's distribution amount of $0.070 per share. The following dates apply to the declaration:   Ex-Dividend DateNovember 17, 2025  Record DateNovember 17, 2025  Payable DateDecember 1, 2025  Amount$0.070 per common share  Change from Previous MonthNo change   Common share distributions may be paid from n

CHICAGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") (NYSE:XFLT), a diversified, closed-end management investment company with an investment objective to seek attractive total return with an emphasis on income generation across multiple stages of the credit cycle, has reached an agreement with certain institutional investors for the purchase and sale of 7,300,000 shares of the Trust's 5.92% Series A Mandatory Redeemable Preferred Shares due January 31, 2031 (the "Mandatory Redeemable Preferred Shares"), liquidation preference $10.00 per share. The Trust expects to receive net proceeds (before expenses) from the sale of the Mandatory

CHICAGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- XAI Octagon Floating Rate & Alternative Income Trust (the "Trust") has declared its regular monthly distribution of $0.070 per share of the Trust's common shares (NYSE:XFLT). The Trust also declared preferred dividends for the quarter of $0.40625 per share of the Trust's 6.50% Series 2026 Term Preferred Shares (NYSE:XFLTPRA). The following dates apply to each declaration: Share ClassEx-Dividend DateRecord DatePayable DateAmountChange from Previous DeclarationXFLTOctober 15, 2025October 15, 2025November 3, 2025$0.070No ChangeXFLTPRAOctober 15, 2025October 15, 2025October 31, 2025$0.40625No Change1  Common share distributions may be paid from net i

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