Wealth Enhancement Advisory Services’s VanEck CLO ETF CLOI Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$1.05M	Buy	19,885 +1,810	+10%	+$95.7K	﹤0.01%	2145
2026 Q2	$953K	Buy	18,075 +4,407	+32%	+$233K	﹤0.01%	2106
2026 Q1	$718K	Sell	13,668 -7,181	-34%	-$379K	﹤0.01%	2046
2025 Q4	$1.1M	Sell	20,849 -152,971	-88%	-$8.09M	﹤0.01%	1893
2025 Q3	$9.2M	Buy	173,820 +19,148	+12%	+$1.01M	0.01%	690
2025 Q2	$8.19M	Buy	+154,672	New	+$8.14M	0.01%	704

Other funds holding CLOI

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's CLOI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its VanEck CLO ETF (CLOI) stake by 10% in Q3 2026, buying an estimated $95.7K and bringing the position to 19,885 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Wealth Enhancement Advisory Services first reported a position in CLOI in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.2M in Q3 2025. 23 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

Wealth Enhancement Advisory Services held 19,885 shares of VanEck CLO ETF worth $1.05M as of Q3 2026.
Wealth Enhancement Advisory Services bought 1,810 VanEck CLO ETF shares in Q3 2026, an estimated $95.7K.
VanEck CLO ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2145 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck CLO ETF in Q2 2025 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's VanEck CLO ETF position peaked at $9.2M in Q3 2025.
23 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.