XAI CLO & Income Opportunities Fund

 

Schedule of Investments

(Unaudited)

 

June 30, 2026

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Effective June 8, 2026, the Fund changed its name from Octagon XAI CLO Income Fund.

 

 

 

 

XAI CLO & Income Opportunities Fund

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS DEBT - 95.73%(a)(b)             
Anchorage Capital CLO 6 Ltd.  3M SOFR + 6.15%  07/22/2038  $880,000   $870,163 
Anchorage Capital CLO 16 Ltd.  3M SOFR + 5.70%  01/19/2038   500,000    473,703 
Anchorage Capital CLO 21 Ltd.  3M SOFR + 6.25%  10/20/2034   500,000    463,846 
Anchorage Capital CLO 31 Ltd.  3M SOFR + 5.70%  10/20/2038   1,000,000    999,034 
Apidos CLO XL Ltd.  3M SOFR + 5.60%  07/15/2037   500,000    498,873 
Apidos CLO XLI Ltd.  3M SOFR + 5.65%  10/20/2037   685,000    683,305 
Apidos CLO XLVII Ltd.  3M SOFR + 5.40%  04/26/2039   500,000    499,936 
Apidos CLO XLVIII Ltd.  3M SOFR + 5.75%  07/25/2037   500,000    501,223 
Apidos CLO XXXV  3M SOFR + 5.00%  07/20/2039   500,000    499,997 
Ares XLIV CLO Ltd.  3M SOFR + 6.25%  04/15/2034   1,000,000    943,701 
Bain Capital Credit CLO 2022-3 Ltd.  3M SOFR + 7.35%  07/17/2035   619,357    536,889 
Barings CLO Ltd. 2021-II  3M SOFR + 6.30%  07/15/2034   500,000    473,373 
Barings CLO Ltd. 2024-II  3M SOFR + 5.90%  07/15/2039   1,000,000    977,125 
Benefit Street Partners CLO XVII Ltd.  3M SOFR + 6.15%  10/15/2037   750,000    747,665 
Benefit Street Partners CLO XXIX Ltd.  3M SOFR + 4.60%  01/25/2038   1,150,000    1,119,440 
Canyon CLO 2021-3 Ltd.  3M SOFR + 6.00%  07/15/2034   500,000    429,948 
Carlyle US CLO 2019-3 Ltd.  3M SOFR + 4.95%  04/20/2039   1,250,000    1,210,777 
Carlyle US CLO 2021-10 Ltd.  3M SOFR + 6.75%  01/20/2038   700,000    687,508 
Carlyle US CLO 2024-5 Ltd.  3M SOFR + 5.65%  10/25/2036   500,000    500,400 
CBAM 2018-8 Ltd.  3M SOFR + 6.37%  07/15/2037   750,000    742,565 
CIFC Funding 2019-I Ltd.  3M SOFR + 5.75%  10/20/2037   1,250,000    1,223,492 
CIFC Funding 2021-II  3M SOFR + 5.00%  01/15/2039   500,000    498,655 
CIFC Funding 2021-V Ltd.  3M SOFR + 5.10%  01/15/2038   450,000    450,183 
CIFC Funding 2025-IX Ltd.  3M SOFR + 4.75%  01/21/2039   1,000,000    998,541 
Dryden 87 CLO Ltd.  3M SOFR + 6.35%  08/20/2038   1,000,000    991,905 
Elmwood CLO 27 Ltd.  3M SOFR + 5.80%  04/18/2039   660,000    662,736 
Elmwood CLO 35 Ltd.  3M SOFR + 5.25%  10/18/2037   1,500,000    1,496,658 
Elmwood CLO 46 Ltd.  3M SOFR + 5.00%  01/17/2039   1,250,000    1,251,553 
Garnet CLO 2 Ltd.  3M SOFR + 5.25%  10/20/2038   415,000    412,811 
Garnet CLO 4 Ltd.  3M SOFR + 5.00%  01/20/2039   500,000    495,110 
Generate CLO 6 Ltd.  3M SOFR + 7.25%  10/22/2037   1,000,000    971,396 
Generate CLO 19 Ltd.  3M SOFR + 6.00%  04/22/2036   1,200,000    1,199,479 
GoldenTree Loan Management US CLO 25 Ltd.  3M SOFR + 5.75%  04/20/2038   750,000    753,133 
Lodi Park CLO Ltd.  3M SOFR + 5.65%  07/21/2037   1,000,000    925,371 
Madison Park Funding XXVIII Ltd.  3M SOFR + 6.35%  01/15/2038   1,000,000    900,125 
Magnetite XXIV Ltd.  3M SOFR + 6.40%  04/15/2035   1,000,000    995,207 
Neuberger Berman Loan Advisers CLO 46 Ltd.  3M SOFR + 5.15%  01/20/2037   1,250,000    1,191,414 
Oaktree CLO 2020-1 Ltd.  3M SOFR + 5.00%  01/15/2038   500,000    481,529 
Oaktree CLO 2024-27 Ltd.  3M SOFR + 5.60%  10/22/2037   500,000    496,025 
OCP CLO 2016-12 Ltd.  3M SOFR + 6.00%  10/18/2037   1,000,000    985,042 
OCP CLO 2017-13 Ltd.  3M SOFR + 5.90%  11/26/2037   1,000,000    989,041 
OCP CLO 2019-17 Ltd.  3M SOFR + 6.25%  07/20/2037   1,000,000    988,981 
OCP CLO 2022-25 Ltd.  3M SOFR + 5.85%  07/20/2037   500,000    500,000 
OCP CLO 2022-25 Ltd.  3M SOFR + 5.25%  07/22/2039   500,000    500,000 
OHA Credit Funding 12-R Ltd.  3M SOFR + 4.85%  07/20/2037   750,000    730,488 
OHA Loan Funding 2015-1 Ltd.  3M SOFR + 4.80%  10/19/2038   750,000    736,766 
Rad CLO 3 Ltd.  3M SOFR + 5.88%  07/15/2037   500,000    444,656 
Rad CLO 10 Ltd.  3M SOFR + 6.11%  04/23/2034   457,240    436,254 
Regatta 33 Funding Ltd.  3M SOFR + 6.65%  07/25/2038   500,000    507,849 
Regatta XII Funding Ltd.  3M SOFR + 6.90%  10/15/2037   500,000    485,431 
RR 27 Ltd.  3M SOFR + 4.85%  10/15/2040   575,000    574,040 
RR 29 Ltd.  3M SOFR + 5.85%  07/15/2039   250,000    250,330 
Shackleton 2019-XIV CLO Ltd.  3M SOFR + 5.90%  07/20/2034   555,000    535,574 
Sixth Street CLO 28 Ltd.  3M SOFR + 5.45%  04/21/2038   1,250,000    1,253,841 
Sixth Street CLO XXII Ltd.  3M SOFR + 4.75%  04/21/2038   1,250,000    1,210,864 
Sixth Street CLO XXIV Ltd.  3M SOFR + 6.35%  04/23/2037   800,000    809,436 
Trestles CLO VI Ltd.  3M SOFR + 4.75%  04/25/2038   1,250,000    1,223,243 
Voya CLO 2024-2 Ltd.  3M SOFR + 6.05%  07/20/2037   375,000    376,677 
Voya CLO 2024-7 Ltd.  3M SOFR + 5.25%  01/20/2038   750,000    748,007 

 

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XAI CLO & Income Opportunities Fund

 

SCHEDULE OF INVESTMENTS

June 30, 2026 (Continued) (Unaudited)

 

 

   Reference Rate &
Spread
  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS DEBT - 95.73%(a)(b)(Continued)             
Voya CLO 2025-3 Ltd.  3M SOFR + 5.40%  07/20/2038  $1,250,000   $1,246,754 
TOTAL COLLATERALIZED LOAN OBLIGATIONS DEBT
(Cost $46,894,682)
             $45,788,068 

 

   Estimated Yield  Maturity Date  Principal Amount   Value 
COLLATERALIZED LOAN OBLIGATIONS EQUITY - 2.59%(a)(c)                
Benefit Street Partners CLO XII-B Ltd.  10.96%  10/15/2037   500,000    300,265 
CIFC Funding 2018-II Ltd.  11.03%  10/20/2037   1,250,000    386,612 
OCP CLO 2024-36, Ltd.  6.76%  10/16/2037   1,000,000    549,810 
TOTAL COLLATERALIZED LOAN OBLIGATIONS EQUITY
(Cost $1,812,745)
             $1,236,687 

 

   Shares   Value 
EXCHANGE-TRADED FUNDS - 8.35%          
Janus Henderson B-BBB CLO ETF   84,400    3,996,340 
TOTAL EXCHANGE-TRADED FUNDS
(Cost $3,998,028)
       $3,996,340 

 

   Shares   Value 
MONEY MARKET FUNDS - 1.36%          
Invesco Short Term Investments Trust Treasury Portfolio,
Institutional Class, 3.56% (7-day yield)
   652,128    652,128 
           

TOTAL MONEY MARKET FUNDS

(Cost $652,128)

       $652,128 
           
TOTAL INVESTMENTS - 108.03%
(Cost $53,357,583)
       $51,673,223 
           
Other Assets in Excess of Liabilities - 0.33%        159,035 
Preferred Shares - (8.36)%        (4,000,000)
NET ASSETS - 100.00%       $47,832,258 

 

(a) All or a portion of the security is exempt from registration of the Securities Act of 1933. These securities may be resold in transactions exempt from registration under Rule 144A, normally to qualified institutional buyers. As of June 30, 2026, these securities had an aggregate value of $47,024,755 or 98.32% of net assets.
(b) Variable rate investment. Interest rates reset periodically. Interest rate shown reflects the rate in effect at June 30, 2026. For securities based on a published reference rate and spread, the reference rate and spread are indicated in the description above. Leveraged loans and CLO debt securities typically have reference Rate Floors (“Rate Floors”) embedded in their loan agreements and organizational documents. Leveraged loans generally have Rate Floors of 0% or more, while CLO debt securities often set Rate Floors at 0%. Rate Floors serve to establish a minimum base rate to be paid by the borrower before the fixed spread. Certain variable rate securities are not based on a published reference rate and spread but are determined by the issuer or agent and are based on current market conditions. These securities do not indicate a reference rate and spread in their description above.
(c) CLO subordinated notes, income notes, Y notes and M notes are considered CLO equity positions. CLO equity positions are entitled to recurring distributions which are generally equal to the remaining cash flow of payments made by underlying securities less contractual payments to debt holders and fund expenses. The effective yield is estimated based upon the amount and timing of these recurring distributions in addition to the estimated amount of terminal principal payment. Effective yields for the CLO equity positions are updated generally once per quarter or on a transaction such as an add-on purchase, refinancing or reset. The estimated yield and investment cost may ultimately not be realized. Estimated yields shown are as of June 30, 2026.

 

Investment Abbreviations:
Ltd. – Limited
SOFR – Secured Overnight Financing Rate

 

Reference Rates:
3M SOFR as of June 30, 2026 was 3.63%

 

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