Recent filings
The trust's recent EDGAR filings — prospectus updates, shareholder reports, proxy records. Trust-level, so some cover other funds in X-SQUARE BALANCED FUND.
| Filed | Filing | Form | |
|---|---|---|---|
| 2026-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2026-03-11 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2026-03-06 | Annual shareholder report report | N-CSR | EDGAR → |
| 2025-09-03 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2025-08-01 | Proxy voting record proxy | N-PX | EDGAR → |
| 2025-04-30 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2025-03-11 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2025-03-05 | Annual shareholder report report | N-CSR | EDGAR → |
| 2024-09-05 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2024-08-27 | Proxy voting record proxy | N-PX | EDGAR → |
| 2024-05-03 | Summary prospectus prospectus | 497K | EDGAR → |
| 2024-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2024-03-13 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2024-03-06 | Annual shareholder report report | N-CSR | EDGAR → |
| 2023-08-30 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2023-08-11 | Proxy voting record proxy | N-PX | EDGAR → |
| 2023-04-28 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2023-03-07 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2023-03-02 | Annual shareholder report report | N-CSR | EDGAR → |
| 2022-12-16 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2022-09-06 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2022-08-12 | Proxy voting record proxy | N-PX | EDGAR → |
| 2022-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2022-03-11 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2022-03-09 | Proxy statement proxy | DEF 14A | EDGAR → |
| 2022-03-02 | Annual shareholder report report | N-CSR | EDGAR → |
| 2021-09-01 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2021-08-13 | Proxy voting record proxy | N-PX | EDGAR → |
| 2021-05-25 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2021-04-30 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2021-03-12 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2021-03-05 | Annual shareholder report report | N-CSR | EDGAR → |
| 2020-09-04 | Semi-annual shareholder report report | N-CSRS | EDGAR → |
| 2020-08-26 | Proxy voting record proxy | N-PX | EDGAR → |
| 2020-05-20 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2020-04-29 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2020-03-10 | Annual report (N-CEN) report | N-CEN | EDGAR → |
| 2020-03-06 | Annual shareholder report report | N-CSR | EDGAR → |
| 2019-11-19 | Updated prospectus prospectus | 485BPOS | EDGAR → |
| 2019-11-19 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2019-10-30 | Prospectus supplement prospectus | 497 | EDGAR → |
| 2019-10-18 | Registration amendment registration | N-1A/A | EDGAR → |
| 2019-09-18 | Registration amendment registration | N-1A/A | EDGAR → |
| 2019-01-11 | Registration statement registration | N-1A | EDGAR → |
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