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Carolinas Wealth Consulting’s VanEck CLO ETF CLOI Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-572
Closed -$30.2K – 167
2025
Q1 		$30.2K Buy
+572
New +$30.3K 0.01% 400

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Carolinas Wealth Consulting's CLOI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of VanEck CLO ETF (CLOI) in Q2 2025, closing a stake of 572 shares — an estimated $30.2K sold.

Carolinas Wealth Consulting first reported a position in CLOI in Q1 2025 and held it in 1 quarter. The position peaked at $30.2K in Q1 2025. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining VanEck CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 572 VanEck CLO ETF shares in Q2 2025, an estimated $30.2K.
  • Carolinas Wealth Consulting first reported a position in VanEck CLO ETF in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's VanEck CLO ETF position peaked at $30.2K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.