Heritage Oak Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio CLOI Stock Details CLOI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$265K	Sell
2025 Q3	$533K	Sell
2025 Q2	$634K	Sell
2025 Q1	$2.93M	Buy
2024 Q4	$2.77M	Buy
2024 Q3	–	Sell
2024 Q2	$2.04M	Buy