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BXM Wealth’s VanEck CLO ETF CLOI Stock Holding History

BXM 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 		$313K Buy
5,915
+950
+19% +$50.1K 0.17% 127
2026
Q1 		$262K Buy
+4,965
New +$262K 0.2% 107

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
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
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BXM Wealth's CLOI Position: Q2 2026 in Review

BXM Wealth increased its VanEck CLO ETF (CLOI) stake by 19% in Q2 2026, buying an estimated $50.1K and bringing the position to 5,915 shares worth $313K. The position accounts for 0.17% of the portfolio, ranked #127.

BXM Wealth first reported a position in CLOI in Q1 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • BXM Wealth held 5,915 shares of VanEck CLO ETF worth $313K as of Q2 2026.
  • BXM Wealth bought 950 VanEck CLO ETF shares in Q2 2026, an estimated $50.1K.
  • VanEck CLO ETF made up 0.17% of BXM Wealth's portfolio in Q2 2026, its #127 holding.
  • BXM Wealth first reported a position in VanEck CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.