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XA Investments Interval Fund (OCTIX) Now Available for Purchase on Charles Schwab
CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, is now offering the Octagon XAI CLO Income Fund (“OCTIX” or the “Fund”) for purchase by advisers who clear or custody through the Charles Schwab platform (“Schwab”), expanding access of XAI’s registered offerings for financial advisors and their clients. “The addition of OCTIX to the Charles Schwab platform marks a major milestone for the fund. As one of the larg
About this update from Charles Schwab Corporation (the)
[{"type":"image","alt":"XA Investments LLC","displaySize":"","headline":null,"caption":"XA Investments LLC","className":"","disableSlideshowImg":false,"size":{"original":{"width":300,"height":103,"url":"https://media.zenfs.com/en/globenewswire.com/50c20a6c154e15152e7439e23a2aad9a"},"resized":{"url":"https://s.yimg.com/ny/api/res/1.2/9UmtDWPYouPYn.kp0gOB9w--/YXBwaWQ9aGlnaGxhbmRlcjt3PTQyMDtoPTE0NDtjZj13ZWJw/https://media.zenfs.com/en/globenewswire.com/50c20a6c154e15152e7439e23a2aad9a","width":300,"height":103}},"lazy":false},{"type":"text","content":"CHICAGO, Jan. 06, 2026 (GLOBE NEWSWIRE) -- XA Investments LLC (“XAI”), a leader in closed-end interval and tender offer fund research, is now offering the Octagon XAI CLO Income Fund (“OCTIX” or the “Fund”) for purchase by advisers who clear or custody through the Charles Schwab platform (“Schwab”), expanding access of XAI’s registered offerings for financial advisors and their clients.","length":389,"tagName":"p"},{"type":"text","content":"“The addition of OCTIX to the Charles Schwab platform marks a major milestone for the fund. As one of the largest custodial and distribution platforms, this addition provides significant access to the Fund among Schwab’s investor base and network,” states Kevin Davis, Managing Director, Head of Sales & Distribution at XA Investments. “We’re excited for the future of the Fund with this expanded availability and the long-term growth potential.”","length":450,"tagName":"p"},{"type":"text","content":"OCTIX is an evergreen interval fund with monthly distributions and quarterly repurchases. The investment objective of the Fund is to provide high income and total return. The Fund has a daily NAV and is available to advisers for electronic ticketing on the Schwab platform under the ticker symbol “OCTIX”. The Fund invests at least 80% of its assets in securities of collateralized loan obligation entities (“CLOs”), including CLO debt tranches and CLO equity.","length":460,"tagName":"p"},{"type":"text","content":"For more information on the Octagon XAI CLO Income Fund, please visit https://xainvestments.com/octix. If you have any questions, please contact [email protected] or 888-903-3358.","length":184,"tagName":"p"},{"type":"text","content":"The Octagon XAI CLO Income Fund is available on platforms under the ticker symbol OCTIX for the Class I share and OCTAX for the Class A...