Action Point Financial Planning’s VanEck CLO ETF CLOI Stock Holding History

Action Point Financial Planning’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 Q2	$9.43K	Buy	+178	New	+$9.39K	﹤0.01%	1483

Other funds holding CLOI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $306M AUM 35.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Action Point Financial Planning's CLOI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 178 shares worth $9.43K. The stake represents ﹤0.01% of the portfolio and ranks #1483 among its holdings.

197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Action Point Financial Planning held 178 shares of VanEck CLO ETF worth $9.43K as of Q2 2026.
VanEck CLO ETF was a new Action Point Financial Planning position in Q2 2026.
VanEck CLO ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1483 holding.
197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.