MAS
CLOB

MPWM Advisory Solutions’s VanEck AA-BB CLO ETF CLOB Stock Holding History

MPWM Advisory Solutions’s Portfolio CLOB Stock Details CLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-800
Closed -$40.8K – 568
2025
Q3 		$40.8K Buy
+800
New +$40.6K 0.02% 182

Other funds holding CLOB

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

MPWM Advisory Solutions's CLOB Position: Q4 2025 in Review

MPWM Advisory Solutions sold out of VanEck AA-BB CLO ETF (CLOB) in Q4 2025, closing a stake of 800 shares — an estimated $40.8K sold.

MPWM Advisory Solutions first reported a position in CLOB in Q3 2025 and held it in 1 quarter. The position peaked at $40.8K in Q3 2025. 24 funds tracked by Wall St. Rank hold CLOB as of Q4 2025.

  • MPWM Advisory Solutions reported no remaining VanEck AA-BB CLO ETF position as of Q4 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 800 VanEck AA-BB CLO ETF shares in Q4 2025, an estimated $40.8K.
  • MPWM Advisory Solutions first reported a position in VanEck AA-BB CLO ETF in Q3 2025 and held it in 1 quarter.
  • MPWM Advisory Solutions's VanEck AA-BB CLO ETF position peaked at $40.8K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held VanEck AA-BB CLO ETF as of Q4 2025.

Based on MPWM Advisory Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.