SWIM
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Smallwood Wealth Investment Management’s VanEck CLO ETF CLOI Stock Holding History

Smallwood Wealth Investment 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 		– Sell
-875
Closed -$46.1K – 531
2026
Q1 		$46.1K Buy
+875
New +$46.2K 0.02% 184

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
AZ
Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Smallwood Wealth Investment Management's CLOI Position: Q2 2026 in Review

Smallwood Wealth Investment Management sold out of VanEck CLO ETF (CLOI) in Q2 2026, closing a stake of 875 shares — an estimated $46.1K sold.

Smallwood Wealth Investment Management first reported a position in CLOI in Q1 2026 and held it in 1 quarter. The position peaked at $46.1K in Q1 2026. 86 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Smallwood Wealth Investment Management reported no remaining VanEck CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 875 VanEck CLO ETF shares in Q2 2026, an estimated $46.1K.
  • Smallwood Wealth Investment Management first reported a position in VanEck CLO ETF in Q1 2026 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's VanEck CLO ETF position peaked at $46.1K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.