XAI Octagon Floating Rate & Alternative Income Trust 8-K

What Happened XAI Octagon Floating Rate & Alternative Income Trust filed a Form 8-K on May 29, 2026 (Item 8.01) confirming a previously announced name change. The Trust’s name will change from “XAI Octagon Floating Rate & Alternative Income Trust” to “XAI Floating Rate & Alternative Income Trust,” with the change becoming effective on June 8, 2026.

Key Details

• Filing: Current Report on Form 8-K dated May 29, 2026 (Item 8.01, Other Events).
• Effective date of name change: June 8, 2026.
• Prior notice: The Trust previously announced the planned name change in a Form 8-K filed May 19, 2026.
• Change is limited to the Trust’s name as stated in the filing; no operational, strategy, or ticker-symbol changes were disclosed in this filing.

Why It Matters A name change is primarily administrative but can affect how the fund appears in statements, account records, prospectuses, and marketing. Investors should note the new legal name for recordkeeping and watch for any additional communications from the Trust or their broker about related updates (e.g., ticker or prospectus amendments). This filing does not indicate changes to the Trust’s investment strategy or terms.