IWM
CLOI icon

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
Q4 		– Sell
-20,241
Closed -$1.07M – 189
2025
Q3 		$1.07M Buy
20,241
+8,260
+69% +$437K 0.43% 72
2025
Q2 		$634K Sell
11,981
-1,005
-8% -$52.9K 0.29% 92
2025
Q1 		$686K Buy
12,986
+2,366
+22% +$125K 0.31% 88
2024
Q4 		$560K Buy
+10,620
New +$562K 0.26% 98

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Iams Wealth Management's CLOI Position: Q4 2025 in Review

Iams Wealth Management sold out of VanEck CLO ETF (CLOI) in Q4 2025, closing a stake of 20,241 shares — an estimated $1.07M sold.

Iams Wealth Management first reported a position in CLOI in Q4 2024 and held it in 4 quarters. The position peaked at $1.07M in Q3 2025. 177 funds tracked by Wall St. Rank hold CLOI as of Q4 2025.

  • Iams Wealth Management reported no remaining VanEck CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Iams Wealth Management sold 20,241 VanEck CLO ETF shares in Q4 2025, an estimated $1.07M.
  • Iams Wealth Management first reported a position in VanEck CLO ETF in Q4 2024 and held it in 4 quarters.
  • Iams Wealth Management's VanEck CLO ETF position peaked at $1.07M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.