Carson Wealth (CWM LLC)
CLOI icon

Carson Wealth (CWM LLC)’s VanEck CLO ETF CLOI Stock Holding History

Carson Wealth (CWM LLC)’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 		$64.7K Buy
1,228
+965
+367% +$50.9K ﹤0.01% 3620
2025
Q4 		$14K Sell
263
-442
-63% -$23.4K ﹤0.01% 4361
2025
Q3 		$37K Buy
705
+451
+178% +$23.9K ﹤0.01% 3747
2025
Q2 		$13K Buy
254
+3
+1% +$158 ﹤0.01% 4148
2025
Q1 		$13K Buy
251
+3
+1% +$159 ﹤0.01% 3945
2024
Q4 		$13K Buy
248
+5
+2% +$265 ﹤0.01% 3701
2024
Q3 		$13K Buy
+243
New +$12.8K ﹤0.01% 3614
2024
Q1 		– Sell
-311
Closed -$16K – 4359
2023
Q4 		$16K Buy
311
+272
+697% +$14.2K ﹤0.01% 2897
2023
Q3 		$2K Buy
+39
New +$2.02K ﹤0.01% 3769

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $294M AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CLOI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck CLO ETF (CLOI) stake by 367% in Q1 2026, buying an estimated $50.9K and bringing the position to 1,228 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3620.

Carson Wealth (CWM LLC) first reported a position in CLOI in Q3 2023 and has held it in 9 quarters since. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,228 shares of VanEck CLO ETF worth $64.7K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 965 VanEck CLO ETF shares in Q1 2026, an estimated $50.9K.
  • VanEck CLO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3620 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck CLO ETF in Q3 2023 and has held it in 9 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.