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

Wealth Enhancement Trust 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
Q1 		– Sell
-1,344
Closed -$71K – 790
2025
Q4 		$71K Buy
+1,344
New +$71.1K 0.01% 384

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 $445B AUM 25.58% 1-Year Est. Return
Capital Investment Advisors
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
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Wealth Enhancement Trust Services's CLOI Position: Q1 2026 in Review

Wealth Enhancement Trust Services sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 1,344 shares — an estimated $71K sold.

Wealth Enhancement Trust Services first reported a position in CLOI in Q4 2025 and held it in 1 quarter. The position peaked at $71K in Q4 2025. 168 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Wealth Enhancement Trust Services reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 1,344 VanEck CLO ETF shares in Q1 2026, an estimated $71K.
  • Wealth Enhancement Trust Services first reported a position in VanEck CLO ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's VanEck CLO ETF position peaked at $71K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q1 2026, filed 8 Apr 2026.