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

Iams Wealth Management’s Portfolio CLOI Stock Details CLOI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$634K Sell
11,981
-1,005
-8% -$53.2K 0.29% 92
2025
Q1 		$686K Buy
12,986
+2,366
+22% +$125K 0.31% 88
2024
Q4 		$560K Buy
+10,620
New +$560K 0.26% 98