VWA
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Visionary Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Visionary Wealth Advisors’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
Q1 		– Sell
-5,416
Closed -$286K – 641
2025
Q4 		$286K Sell
5,416
-3,920
-42% -$207K 0.01% 507
2025
Q3 		$496K Sell
9,336
-77,441
-89% -$4.1M 0.02% 386
2025
Q2 		$4.59M Buy
86,777
+18,664
+27% +$983K 0.23% 104
2025
Q1 		$3.6M Buy
68,113
+21,123
+45% +$1.12M 0.22% 121
2024
Q4 		$2.48M Buy
46,990
+14,204
+43% +$752K 0.15% 151
2024
Q3 		$1.74M Buy
+32,786
New +$1.73M 0.11% 191

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $294M AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Visionary Wealth Advisors's CLOI Position: Q1 2026 in Review

Visionary Wealth Advisors sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 5,416 shares — an estimated $286K sold.

Visionary Wealth Advisors first reported a position in CLOI in Q3 2024 and held it in 6 quarters. The position peaked at $4.59M in Q2 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Visionary Wealth Advisors reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,416 VanEck CLO ETF shares in Q1 2026, an estimated $286K.
  • Visionary Wealth Advisors first reported a position in VanEck CLO ETF in Q3 2024 and held it in 6 quarters.
  • Visionary Wealth Advisors's VanEck CLO ETF position peaked at $4.59M in Q2 2025.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.