Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
---|---|---|---|---|---|---|
XFLT, XFLT-PA | XAI Octagon Floating Rate & Alternative Income Trust | Director, Trustee | $18.6K | Jan 1, 2024 | ||
MCN | Madison Covered Call & Equity Strategy Fund | Trustee | Dec 2, 2024 | |||
[NONE] | Octagon XAI CLO Income Fund | Trustee | Feb 16, 2024 |