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IronOak Wealth’s VanEck CLO ETF CLOI Stock Holding History

IronOak Wealth’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
Q2 		$2.09M Buy
+39,515
New +$2.08M 2.03% 16
2024
Q4 		$3.18M Buy
+60,332
New +$3.2M 3.57% 8

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

IronOak Wealth's CLOI Position: Q2 2025 in Review

IronOak Wealth opened a new position in VanEck CLO ETF (CLOI) in Q2 2025: 39,515 shares worth $2.09M. The stake represents 2.03% of the portfolio and ranks #16 among its holdings. This is a return to the name: IronOak Wealth previously reported a position in CLOI as recently as Q4 2024.

IronOak Wealth first reported a position in CLOI in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.18M in Q4 2024. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • IronOak Wealth held 39,515 shares of VanEck CLO ETF worth $2.09M as of Q2 2025.
  • VanEck CLO ETF was a new IronOak Wealth position in Q2 2025.
  • VanEck CLO ETF made up 2.03% of IronOak Wealth's portfolio in Q2 2025, its #16 holding.
  • IronOak Wealth first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 2 quarters since.
  • IronOak Wealth's VanEck CLO ETF position peaked at $3.18M in Q4 2024.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.