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

Maridea 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	$8.55M	Buy	162,257 +3,365	+2%	+$178K	1.24%	16
2025 Q4	$8.39M	Sell	158,892 -9,056	-5%	-$479K	1.26%	15
2025 Q3	$8.89M	Buy	167,948 +33,701	+25%	+$1.78M	1.38%	13
2025 Q2	$7.11M	Buy	134,247 +435	+0.3%	+$22.9K	1.85%	9
2025 Q1	$7.07M	Sell	133,812 -38,953	-23%	-$2.06M	2.31%	8
2024 Q4	$9.12M	Buy	+172,765	New	+$9.15M	2.94%	7

Other funds holding CLOI

IAA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $294M AUM 19.14% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

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

Maridea Wealth Management increased its VanEck CLO ETF (CLOI) stake by 2.1% in Q1 2026, buying an estimated $178K and bringing the position to 162,257 shares worth $8.55M. The position accounts for 1.24% of the portfolio, ranked #16.

Maridea Wealth Management first reported a position in CLOI in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.12M in Q4 2024. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Maridea Wealth Management held 162,257 shares of VanEck CLO ETF worth $8.55M as of Q1 2026.
Maridea Wealth Management bought 3,365 VanEck CLO ETF shares in Q1 2026, an estimated $178K.
VanEck CLO ETF made up 1.24% of Maridea Wealth Management's portfolio in Q1 2026, its #16 holding.
Maridea Wealth Management first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's VanEck CLO ETF position peaked at $9.12M in Q4 2024.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.