Quest 10 Wealth Builders’s VanEck CLO ETF CLOI Stock Holding History

Quest 10 Wealth Builders’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	$49.6K	Sell	941 -3,803	-80%	-$201K	0.04%	208
2025 Q4	$251K	Buy	4,744 +354	+8%	+$18.7K	0.22%	87
2025 Q3	$233K	Buy	4,390 +165	+4%	+$8.74K	0.21%	88
2025 Q2	$224K	Sell	4,225 -1,381	-25%	-$72.7K	0.22%	87
2025 Q1	$296K	Buy	5,606 +1,003	+22%	+$53.1K	0.32%	69
2024 Q4	$243K	Buy	+4,603	New	+$244K	0.24%	83

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

Quest 10 Wealth Builders's CLOI Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its VanEck CLO ETF (CLOI) stake by 80% in Q1 2026, selling an estimated $201K and leaving 941 shares worth $49.6K. The position accounts for 0.04% of the portfolio, ranked #208.

Quest 10 Wealth Builders first reported a position in CLOI in Q4 2024 and has held it in 6 quarters since. The position peaked at $296K in Q1 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Quest 10 Wealth Builders held 941 shares of VanEck CLO ETF worth $49.6K as of Q1 2026.
Quest 10 Wealth Builders sold 3,803 VanEck CLO ETF shares in Q1 2026, an estimated $201K.
VanEck CLO ETF made up 0.04% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #208 holding.
Quest 10 Wealth Builders first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's VanEck CLO ETF position peaked at $296K in Q1 2025.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.