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XAI Floating Rate & Alternative Income Trust

corporate_fare Company Profile

XAI Floating Rate & Alternative Income Trust

XFLT·NYSE·Finance·CIK 0001703079

XAI Octagon Floating Rate & Alternative Income Trust is a diversified, closed-end management investment company founded on September 27, 2017, and headquartered in Chicago, Illinois. The Trust's primary objective is to seek attractive total return with an emphasis on income generation across various stages of the credit cycle. It invests in a dynamically managed portfolio of floating-rate credit instruments and other structured credit investments within the private markets. Under normal market conditions, the Trust allocates at least 80% of its managed assets to floating-rate credit instruments, including senior secured loans, CLO debt, and CLO equity. These investments are primarily within private below-investment-grade credit markets. The Trust's investment portfolio is largely composed of floating-rate credit instruments and structured credit investments, which XAI and Octagon anticipate will perform well in a rising interest rate environment. XAI Octagon Floating Rate & Alternative Income Trust is advised by XA Investments LLC and sub-advised by Octagon Credit Investors LLC, an institutional credit investor. The Trust's common shares are listed on the New York Stock Exchange (NYSE) under the ticker symbol "XFLT," and its preferred shares are listed on the NYSE under the symbol "XFLT-PA". Sources: [1] https://public.com/stocks/xflt [2] https://www.perplexity.ai/finance/XFLT [3] https://xainvestments.com/xflt/ [4] https://www.stocktitan.net/overview/XFLT/ [5] https://xflt.xainvestments.com/ [6] https://api-funds.paralel.com/download_resource/?id=6227&ticker=XAI

XAI Floating Rate & Alternative Income Trust (NYSE:XFLT) is a publicly traded company in the Finance sector. Wiseek monitors XFLT SEC EDGAR filings and licensed market news in real time, scoring each submission for market-moving significance on a 1–10 scale. Items rated 7 or higher generate instant alerts.

Recent high-impact activity:

  • XFLT Plans 25% Tender Offer, Bulldog Backs King Street in Proxy Fight
  • XFLT Proxy Battle: New Fee Split Details and Interim Management Plan Revealed Ahead of July 30 Vote
  • Glass Lewis Joins ISS in Backing XFLT's King Street Sub-Adviser Switch Ahead of July 30 Vote
  • Egan-Jones Urges XFLT Shareholders to Reject Sub-Adviser Change, Highlighting Outperformance and Fee Shifts
  • XFLT Board Intensifies Proxy Battle, Revealing Octagon Leaders Hold No Shares While XAI's Stake Is 60x Larger
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$18.1
52-week range · as of 2026-07-24 $14.93 – $28.5
Market cap
$267.61M
Volume
81.5K (0.8× avg)
3-mo avg 96.2K
Live data · 2026-07-27 15:29 UTC · Market open

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feed XFLT - Latest Insights

XFLT
Jul 27, 2026, 9:18 AM EDT
Source: Reuters
Importance Score:
8
Price at Filing: $17.57
Real-time Price: $18.10 info
Change: +$0.530 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 24, 2026, 4:40 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.57
Real-time Price: $18.10 info
Change: +$0.530 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 24, 2026, 4:38 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.57
Real-time Price: $18.10 info
Change: +$0.530 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 23, 2026, 5:20 PM EDT
Filing Type: DFAN14A
Importance Score:
8
Price at Filing: $17.64
Real-time Price: $18.10 info
Change: +$0.460 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 23, 2026, 5:19 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.64
Real-time Price: $18.10 info
Change: +$0.460 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 23, 2026, 5:17 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.64
Real-time Price: $18.10 info
Change: +$0.460 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 23, 2026, 5:15 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.64
Real-time Price: $18.10 info
Change: +$0.460 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 22, 2026, 4:36 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.71
Real-time Price: $18.10 info
Change: +$0.390 (+2%) info
Market Cap: $267.607M info
XFLT
Jul 22, 2026, 4:01 PM EDT
Filing Type: DFAN14A
Importance Score:
8
Price at Filing: $17.71
Real-time Price: $18.10 info
Change: +$0.390 (+2%) info
Market Cap: $267.607M info
XFLT
Jul 21, 2026, 8:32 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.50
Real-time Price: $18.10 info
Change: +$0.600 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 21, 2026, 8:31 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.50
Real-time Price: $18.10 info
Change: +$0.600 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 21, 2026, 8:30 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.50
Real-time Price: $18.10 info
Change: +$0.600 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 21, 2026, 4:53 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.46
Real-time Price: $18.10 info
Change: +$0.640 (+4%) info
Market Cap: $267.607M info
XFLT
Jul 21, 2026, 4:50 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.46
Real-time Price: $18.10 info
Change: +$0.640 (+4%) info
Market Cap: $267.607M info
XFLT
Jul 21, 2026, 7:45 AM EDT
Source: GlobeNewswire
Importance Score:
7
Price at Filing: $17.50
Real-time Price: $18.10 info
Change: +$0.600 (+3%) info
Market Cap: $267.607M info
XFLT
Jul 20, 2026, 4:52 PM EDT
Filing Type: DEFA14A
Importance Score:
8
Price at Filing: $17.39
Real-time Price: $18.10 info
Change: +$0.710 (+4%) info
Market Cap: $267.607M info
XFLT
Jul 20, 2026, 4:01 PM EDT
Filing Type: DFAN14A
Importance Score:
8
Price at Filing: $17.39
Real-time Price: $18.10 info
Change: +$0.710 (+4%) info
Market Cap: $267.607M info
XFLT
Jul 20, 2026, 8:36 AM EDT
Source: BusinessWire
Importance Score:
8
Price at Filing: $17.00
Real-time Price: $18.10 info
Change: +$1.10 (+6%) info
Market Cap: $267.607M info
XFLT
Jul 17, 2026, 6:32 PM EDT
Filing Type: DFAN14A
Importance Score:
8
Price at Filing: $17.12
Real-time Price: $18.10 info
Change: +$0.980 (+6%) info
Market Cap: $267.607M info
XFLT
Jul 17, 2026, 5:51 PM EDT
Source: BusinessWire
Importance Score:
8
Price at Filing: $17.12
Real-time Price: $18.10 info
Change: +$0.980 (+6%) info
Market Cap: $267.607M info