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SWMG LLC’s VanEck CLO ETF CLOI Stock Holding History

SWMG LLC’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 		$850K Buy
+16,091
New +$849K 0.2% 43

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

SWMG LLC's CLOI Position: Q2 2026 in Review

SWMG LLC opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 16,091 shares worth $850K. The stake represents 0.2% of the portfolio and ranks #43 among its holdings.

90 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • SWMG LLC held 16,091 shares of VanEck CLO ETF worth $850K as of Q2 2026.
  • VanEck CLO ETF was a new SWMG LLC position in Q2 2026.
  • VanEck CLO ETF made up 0.2% of SWMG LLC's portfolio in Q2 2026, its #43 holding.
  • 90 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.