RWB
CLOI icon

RMR Wealth Builders’s VanEck CLO ETF CLOI Stock Holding History

RMR 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
Q2 		$267K Sell
5,043
-4,108
-45% -$217K 0.02% 266
2026
Q1 		$482K Buy
9,151
+2,424
+36% +$128K 0.04% 179
2025
Q4 		$355K Buy
+6,727
New +$356K 0.03% 212

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $306M AUM 35.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RMR Wealth Builders's CLOI Position: Q2 2026 in Review

RMR Wealth Builders reduced its VanEck CLO ETF (CLOI) stake by 45% in Q2 2026, selling an estimated $217K and leaving 5,043 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #266.

RMR Wealth Builders first reported a position in CLOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $482K in Q1 2026. 197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • RMR Wealth Builders held 5,043 shares of VanEck CLO ETF worth $267K as of Q2 2026.
  • RMR Wealth Builders sold 4,108 VanEck CLO ETF shares in Q2 2026, an estimated $217K.
  • VanEck CLO ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #266 holding.
  • RMR Wealth Builders first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • RMR Wealth Builders's VanEck CLO ETF position peaked at $482K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.