Iams Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Iams Wealth Management’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 Q3	$1.07M	Buy
2025 Q2	$634K	Sell
2025 Q1	$686K	Buy
2024 Q4	$560K	Buy