Ashton Thomas Private Wealth’s VanEck CLO ETF CLOI Stock Holding History

Ashton Thomas Private Wealth’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 Q2	$238K	Buy	+4,504	New	+$238K	0.01%	1080

Other funds holding CLOI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAA

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

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

TPWA

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ashton Thomas Private Wealth's CLOI Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 4,504 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #1080 among its holdings.

197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Ashton Thomas Private Wealth held 4,504 shares of VanEck CLO ETF worth $238K as of Q2 2026.
VanEck CLO ETF was a new Ashton Thomas Private Wealth position in Q2 2026.
VanEck CLO ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1080 holding.
197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.