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

Kiker 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 Q2	$15K	Buy	+283	New	+$14.9K	0.01%	139
2025 Q4	–	Sell	-1,407	Closed	-$74.7K	–	28
2025 Q3	$74.7K	Hold	1,407	–	–	0.04%	125
2025 Q2	$74.5K	Buy	1,407 +30	+2%	+$1.58K	0.04%	152
2025 Q1	$72.8K	Hold	1,377	–	–	0.05%	158
2024 Q4	$72.7K	Buy	+1,377	New	+$72.9K	0.06%	96

Other funds holding CLOI

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

TPWA

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

BCI

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

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

DMBA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kiker Wealth Management's CLOI Position: Q2 2026 in Review

Kiker Wealth Management opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 283 shares worth $15K. The stake represents 0.01% of the portfolio and ranks #139 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in CLOI as recently as Q3 2025.

Kiker Wealth Management first reported a position in CLOI in Q4 2024 and has held it in 5 quarters since. The position peaked at $74.7K in Q3 2025. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Kiker Wealth Management held 283 shares of VanEck CLO ETF worth $15K as of Q2 2026.
VanEck CLO ETF was a new Kiker Wealth Management position in Q2 2026.
VanEck CLO ETF made up 0.01% of Kiker Wealth Management's portfolio in Q2 2026, its #139 holding.
Kiker Wealth Management first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 5 quarters since.
Kiker Wealth Management's VanEck CLO ETF position peaked at $74.7K in Q3 2025.
198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.