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LifeWealth Investments’s VanEck CLO ETF CLOI Stock Holding History

LifeWealth Investments’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
-6,625
Closed -$350K – 147
2025
Q4 		$350K Buy
6,625
+8
+0.1% +$423 0.11% 109
2025
Q3 		$351K Buy
6,617
+1,037
+19% +$54.9K 0.12% 102
2025
Q2 		$295K Sell
5,580
-367
-6% -$19.3K 0.11% 115
2025
Q1 		$314K Buy
+5,947
New +$315K 0.15% 98

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

LifeWealth Investments's CLOI Position: Q1 2026 in Review

LifeWealth Investments sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 6,625 shares — an estimated $350K sold.

LifeWealth Investments first reported a position in CLOI in Q1 2025 and held it in 4 quarters. The position peaked at $351K in Q3 2025. 168 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • LifeWealth Investments reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
  • LifeWealth Investments sold 6,625 VanEck CLO ETF shares in Q1 2026, an estimated $350K.
  • LifeWealth Investments first reported a position in VanEck CLO ETF in Q1 2025 and held it in 4 quarters.
  • LifeWealth Investments's VanEck CLO ETF position peaked at $351K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on LifeWealth Investments's 13F filing for Q1 2026, filed 21 Apr 2026.