Wedmont Private Capital
CLOI icon

Wedmont Private Capital’s VanEck CLO ETF CLOI Stock Holding History

Wedmont Private Capital’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 		– Sell
-8,025
Closed -$423K – 1032
2026
Q2 		$423K Buy
8,025
+98
+1% +$5.17K 0.01% 612
2026
Q1 		$417K Buy
+7,927
New +$418K 0.01% 559

Other funds holding CLOI

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

Wedmont Private Capital's CLOI Position: Q3 2026 in Review

Wedmont Private Capital sold out of VanEck CLO ETF (CLOI) in Q3 2026, closing a stake of 8,025 shares — an estimated $423K sold.

Wedmont Private Capital first reported a position in CLOI in Q1 2026 and held it in 2 quarters. The position peaked at $423K in Q2 2026. 23 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

  • Wedmont Private Capital reported no remaining VanEck CLO ETF position as of Q3 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 8,025 VanEck CLO ETF shares in Q3 2026, an estimated $423K.
  • Wedmont Private Capital first reported a position in VanEck CLO ETF in Q1 2026 and held it in 2 quarters.
  • Wedmont Private Capital's VanEck CLO ETF position peaked at $423K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.