MWM
CLOI icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.11M Buy
134,247
+435
+0.3% +$23K 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 +$9.12M 2.94% 7