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

Jessup 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
2026 Q1	–	Sell	-157	Closed	-$8.29K	–	131
2025 Q4	$8.29K	Buy	+157	New	+$8.31K	﹤0.01%	255

Other funds holding CLOI

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Jessup Wealth Management's CLOI Position: Q1 2026 in Review

Jessup Wealth Management sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 157 shares — an estimated $8.29K sold.

Jessup Wealth Management first reported a position in CLOI in Q4 2025 and held it in 1 quarter. The position peaked at $8.29K in Q4 2025. 168 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Jessup Wealth Management reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
Jessup Wealth Management sold 157 VanEck CLO ETF shares in Q1 2026, an estimated $8.29K.
Jessup Wealth Management first reported a position in VanEck CLO ETF in Q4 2025 and held it in 1 quarter.
Jessup Wealth Management's VanEck CLO ETF position peaked at $8.29K in Q4 2025.
168 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.