MWM
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MinichMacGregor Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

MinichMacGregor 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
Q3 		$394K Buy
7,437
+1,107
+17% +$58.5K 0.06% 93
2026
Q2 		$335K Buy
6,330
+1,865
+42% +$98.4K 0.05% 104
2026
Q1 		$235K Buy
+4,465
New +$236K 0.04% 114

Other funds holding CLOI

SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MinichMacGregor Wealth Management's CLOI Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its VanEck CLO ETF (CLOI) stake by 17% in Q3 2026, buying an estimated $58.5K and bringing the position to 7,437 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #93.

MinichMacGregor Wealth Management first reported a position in CLOI in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

  • MinichMacGregor Wealth Management held 7,437 shares of VanEck CLO ETF worth $394K as of Q3 2026.
  • MinichMacGregor Wealth Management bought 1,107 VanEck CLO ETF shares in Q3 2026, an estimated $58.5K.
  • VanEck CLO ETF made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #93 holding.
  • MinichMacGregor Wealth Management first reported a position in VanEck CLO ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.