Arkadios Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Arkadios Wealth Advisors’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
2026 Q1	$401K	Buy	7,608 +1,572	+26%	+$83K	0.01%	1214
2025 Q4	$319K	Buy	6,036 +792	+15%	+$41.9K	0.01%	1222
2025 Q3	$278K	Buy	5,244 +243	+5%	+$12.9K	0.01%	1187
2025 Q2	$265K	Sell	5,001 -4,010	-45%	-$211K	0.01%	1103
2025 Q1	$476K	Buy	9,011 +1,572	+21%	+$83.2K	0.02%	724
2024 Q4	$393K	Buy	7,439 +1,708	+30%	+$90.5K	0.02%	636
2024 Q3	$304K	Buy	5,731 +1,437	+33%	+$76K	0.02%	700
2024 Q2	$227K	Buy	+4,294	New	+$227K	0.02%	731

Other funds holding CLOI

IAA

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

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

CIA

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCI

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

DMBA

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Arkadios Wealth Advisors's CLOI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its VanEck CLO ETF (CLOI) stake by 26% in Q1 2026, buying an estimated $83K and bringing the position to 7,608 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #1214.

Arkadios Wealth Advisors first reported a position in CLOI in Q2 2024 and has held it in 8 quarters since. The position peaked at $476K in Q1 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Arkadios Wealth Advisors held 7,608 shares of VanEck CLO ETF worth $401K as of Q1 2026.
Arkadios Wealth Advisors bought 1,572 VanEck CLO ETF shares in Q1 2026, an estimated $83K.
VanEck CLO ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1214 holding.
Arkadios Wealth Advisors first reported a position in VanEck CLO ETF in Q2 2024 and has held it in 8 quarters since.
Arkadios Wealth Advisors's VanEck CLO ETF position peaked at $476K in Q1 2025.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.