AWM
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AE Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

AE Wealth Management’s Portfolio CLOI Stock Details CLOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$9.33M Sell
176,198
-46,725
-21% -$2.47M 0.07% 260
2025
Q1 		$11.8M Sell
222,923
-1,927
-0.9% -$102K 0.1% 218
2024
Q4 		$11.9M Buy
+224,850
New +$11.9M 0.1% 217