Superior Planning, LLC’s VanEck CLO ETF CLOI Stock Holding History

Superior Planning, LLC’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	$41.8K	Buy	+789	New	+$41.7K	0.02%	425

Other funds holding CLOI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Superior Planning, LLC's CLOI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in VanEck CLO ETF (CLOI) in Q3 2026: 789 shares worth $41.8K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings.

151 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

Superior Planning, LLC held 789 shares of VanEck CLO ETF worth $41.8K as of Q3 2026.
VanEck CLO ETF was a new Superior Planning, LLC position in Q3 2026.
VanEck CLO ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #425 holding.
151 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.