BFWM
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Bright Futures Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Bright Futures 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
2026
Q2 		$3.91M Sell
73,928
-4,903
-6% -$259K 2.53% 2
2026
Q1 		$4.15M Buy
78,831
+45,074
+134% +$2.38M 2.84% 1
2025
Q4 		$1.78M Buy
33,757
+3,468
+11% +$184K 1.32% 20
2025
Q3 		$1.61M Buy
+30,289
New +$1.6M 1.26% 21

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Bright Futures Wealth Management's CLOI Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its VanEck CLO ETF (CLOI) stake by 6.2% in Q2 2026, selling an estimated $259K and leaving 73,928 shares worth $3.91M. The position accounts for 2.53% of the portfolio, ranked #2.

Bright Futures Wealth Management first reported a position in CLOI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.15M in Q1 2026. 81 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Bright Futures Wealth Management held 73,928 shares of VanEck CLO ETF worth $3.91M as of Q2 2026.
  • Bright Futures Wealth Management sold 4,903 VanEck CLO ETF shares in Q2 2026, an estimated $259K.
  • VanEck CLO ETF made up 2.53% of Bright Futures Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Bright Futures Wealth Management first reported a position in VanEck CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Bright Futures Wealth Management's VanEck CLO ETF position peaked at $4.15M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.