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

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

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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 $7B AUM 14.85% 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

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. 168 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.
168 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.