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WealthPLAN Partners’s VanEck CLO ETF CLOI Stock Holding History

WealthPLAN Partners’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 		$8.52M Buy
161,642
+2,458
+2% +$130K 1.65% 11
2025
Q4 		$8.41M Sell
159,184
-3,483
-2% -$184K 1.26% 14
2025
Q3 		$8.64M Sell
162,667
-3,376
-2% -$179K 1.29% 15
2025
Q2 		$8.79M Sell
166,043
-26,915
-14% -$1.42M 1.41% 16
2025
Q1 		$10.2M Buy
192,958
+27,456
+17% +$1.45M 1.44% 13
2024
Q4 		$8.73M Buy
165,502
+13,951
+9% +$739K 1.24% 17
2024
Q3 		$8.04M Buy
151,551
+3,810
+3% +$201K 1.08% 21
2024
Q2 		$7.82M Buy
147,741
+3,318
+2% +$175K 0.84% 28
2024
Q1 		$7.63M Buy
144,423
+7,288
+5% +$383K 0.79% 33
2023
Q4 		$7.15M Buy
137,135
+34,473
+34% +$1.8M 0.73% 41
2023
Q3 		$5.35M Buy
+102,662
New +$5.33M 0.62% 52

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $277M AUM 2.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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