Raleigh Capital Management’s VanEck CLO ETF CLOI Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-810	Closed	-$42.8K	–	779
2025 Q4	$42.8K	Buy	+810	New	+$42.9K	0.02%	299
2025 Q2	–	Sell	-622	Closed	-$32.9K	–	649
2025 Q1	$32.9K	Buy	+622	New	+$32.9K	0.01%	292
2024 Q4	–	Sell	-2,186	Closed	-$116K	–	1026
2024 Q3	$116K	Buy	+2,186	New	+$116K	0.04%	250

Other funds holding CLOI

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DMBA

Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Raleigh Capital Management's CLOI Position: Q1 2026 in Review

Raleigh Capital Management sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 810 shares — an estimated $42.8K sold.

Raleigh Capital Management first reported a position in CLOI in Q3 2024 and held it in 3 quarters. The position peaked at $116K in Q3 2024. 168 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Raleigh Capital Management reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
Raleigh Capital Management sold 810 VanEck CLO ETF shares in Q1 2026, an estimated $42.8K.
Raleigh Capital Management first reported a position in VanEck CLO ETF in Q3 2024 and held it in 3 quarters.
Raleigh Capital Management's VanEck CLO ETF position peaked at $116K in Q3 2024.
168 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.