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Sax Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Sax Wealth Advisors’s Portfolio CLOI Stock Details CLOI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.13M Buy
115,680
+108,846
+1,593% +$5.76M 0.37% 45
2025
Q1 		$361K Buy
+6,834
New +$361K 0.03% 265