WealthPlan Investment Management’s VanEck CLO ETF CLOI Stock Holding History

WealthPlan Investment Management’s Portfolio CLOI Stock Details CLOI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$17.2M	Buy
2025 Q2	$16.5M	Buy
2025 Q1	$13.6M	Sell
2024 Q4	$13.7M	Sell
2024 Q3	$14M	Buy
2024 Q2	$11.2M	Buy
2024 Q1	$10.6M	Buy
2023 Q4	$8.75M	Buy
2023 Q3	$8.33M	Buy