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Spire Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Spire Wealth 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 		$3.09K Hold
58
– – ﹤0.01% 1916
2026
Q1 		$3.03K Buy
58
+1
+2% +$53 ﹤0.01% 1956
2025
Q4 		$3.02K Sell
57
-192
-77% -$10.2K ﹤0.01% 2015
2025
Q3 		$13.2K Buy
249
+194
+353% +$10.3K ﹤0.01% 1647
2025
Q2 		$2.93K Buy
55
+1
+2% +$53 ﹤0.01% 2090
2025
Q1 		$2.88K Buy
+54
New +$2.86K ﹤0.01% 2199

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

Spire Wealth Management's CLOI Position: Q2 2026 in Review

Spire Wealth Management held its VanEck CLO ETF (CLOI) position steady in Q2 2026 at 58 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1916.

Spire Wealth Management first reported a position in CLOI in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.2K in Q3 2025. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Spire Wealth Management held 58 shares of VanEck CLO ETF worth $3.09K as of Q2 2026.
  • Spire Wealth Management left its VanEck CLO ETF share count unchanged in Q2 2026.
  • VanEck CLO ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1916 holding.
  • Spire Wealth Management first reported a position in VanEck CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Spire Wealth Management's VanEck CLO ETF position peaked at $13.2K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.