Abich Financial Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Abich Financial Wealth Management’s Portfolio CLOI Stock Details CLOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.3K	Buy	+288	New	+$15.2K	0.01%	423

Other funds holding CLOI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Abich Financial Wealth Management's CLOI Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in VanEck CLO ETF (CLOI) in Q3 2025: 288 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings.

159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

Abich Financial Wealth Management held 288 shares of VanEck CLO ETF worth $15.3K as of Q3 2025.
VanEck CLO ETF was a new Abich Financial Wealth Management position in Q3 2025.
VanEck CLO ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #423 holding.
159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.