B.O.S.S. Retirement Advisors’s VanEck CLO ETF CLOI Stock Holding History

B.O.S.S. Retirement 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	–	Sell	-5,993	Closed	-$316K	–	179
2025 Q4	$316K	Sell	5,993 -13,819	-70%	-$731K	0.1%	129
2025 Q3	$1.05M	Buy	19,812 +839	+4%	+$44.4K	0.25%	80
2025 Q2	$1M	Sell	18,973 -6,982	-27%	-$368K	0.25%	77
2025 Q1	$1.37M	Sell	25,955 -1,442	-5%	-$76.4K	0.4%	53
2024 Q4	$1.45M	Buy	+27,397	New	+$1.45M	0.4%	56

Other funds holding CLOI

IAA

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

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

CIA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $306M AUM 35.77% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

B.O.S.S. Retirement Advisors's CLOI Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 5,993 shares — an estimated $316K sold.

B.O.S.S. Retirement Advisors first reported a position in CLOI in Q4 2024 and held it in 5 quarters. The position peaked at $1.45M in Q4 2024. 168 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

B.O.S.S. Retirement Advisors reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 5,993 VanEck CLO ETF shares in Q1 2026, an estimated $316K.
B.O.S.S. Retirement Advisors first reported a position in VanEck CLO ETF in Q4 2024 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's VanEck CLO ETF position peaked at $1.45M in Q4 2024.
168 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.