WWM
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Western Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Western Wealth Management’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 		$3.24M Buy
61,476
+28,172
+85% +$1.49M 0.12% 181
2025
Q4 		$1.76M Buy
33,304
+3,028
+10% +$160K 0.08% 237
2025
Q3 		$1.61M Buy
30,276
+6,320
+26% +$335K 0.08% 222
2025
Q2 		$1.27M Buy
+23,956
New +$1.26M 0.08% 231

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 $377B 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 $365M AUM 22.69% 1-Year Est. Return

Western Wealth Management's CLOI Position: Q1 2026 in Review

Western Wealth Management increased its VanEck CLO ETF (CLOI) stake by 85% in Q1 2026, buying an estimated $1.49M and bringing the position to 61,476 shares worth $3.24M. The position accounts for 0.12% of the portfolio, ranked #181.

Western Wealth Management first reported a position in CLOI in Q2 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Western Wealth Management held 61,476 shares of VanEck CLO ETF worth $3.24M as of Q1 2026.
  • Western Wealth Management bought 28,172 VanEck CLO ETF shares in Q1 2026, an estimated $1.49M.
  • VanEck CLO ETF made up 0.12% of Western Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Western Wealth Management first reported a position in VanEck CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.