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Advisory Services Network’s VanEck CLO ETF CLOI Stock Holding History

Advisory Services Network’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 		$18.4K Buy
+350
New +$18.5K ﹤0.01% 3243
2025
Q4 		– Sell
-350
Closed -$18.6K – 2257
2025
Q3 		$18.6K Buy
+350
New +$18.5K ﹤0.01% 2986

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 $321M AUM 17.94% 1-Year Est. Return

Advisory Services Network's CLOI Position: Q1 2026 in Review

Advisory Services Network opened a new position in VanEck CLO ETF (CLOI) in Q1 2026: 350 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #3243 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CLOI as recently as Q3 2025.

Advisory Services Network first reported a position in CLOI in Q3 2025 and has held it in 2 quarters since. The position peaked at $18.6K in Q3 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Advisory Services Network held 350 shares of VanEck CLO ETF worth $18.4K as of Q1 2026.
  • VanEck CLO ETF was a new Advisory Services Network position in Q1 2026.
  • VanEck CLO ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3243 holding.
  • Advisory Services Network first reported a position in VanEck CLO ETF in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's VanEck CLO ETF position peaked at $18.6K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.