Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Northwestern Mutual 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
Q2 		$21.6K Buy
408
+161
+65% +$8.5K ﹤0.01% 2842
2026
Q1 		$13K Buy
247
+23
+10% +$1.21K ﹤0.01% 2972
2025
Q4 		$11.8K Buy
+224
New +$11.9K ﹤0.01% 2933
2025
Q2 		– Sell
-21
Closed -$1.11K – 3707
2025
Q1 		$1.11K Buy
+21
New +$1.11K ﹤0.01% 3260

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Northwestern Mutual Wealth Management's CLOI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its VanEck CLO ETF (CLOI) stake by 65% in Q2 2026, buying an estimated $8.5K and bringing the position to 408 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Northwestern Mutual Wealth Management first reported a position in CLOI in Q1 2025 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Northwestern Mutual Wealth Management held 408 shares of VanEck CLO ETF worth $21.6K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 161 VanEck CLO ETF shares in Q2 2026, an estimated $8.5K.
  • VanEck CLO ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2842 holding.
  • Northwestern Mutual Wealth Management first reported a position in VanEck CLO ETF in Q1 2025 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.