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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-704
Closed -$37.4K – 1137
2025
Q3 		$37.4K Sell
704
-2,641
-79% -$140K ﹤0.01% 1196
2025
Q2 		$177K Buy
+3,345
New +$176K 0.01% 782
2025
Q1 		– Sell
-10,172
Closed -$537K – 865
2024
Q4 		$537K Buy
+10,172
New +$539K 0.02% 568
2024
Q3 		– Sell
-9,072
Closed -$480K – 861
2024
Q2 		$480K Buy
9,072
+663
+8% +$35K 0.02% 594
2024
Q1 		$442K Buy
+8,409
New +$441K 0.02% 584

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Ameritas Advisory Services's CLOI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of VanEck CLO ETF (CLOI) in Q4 2025, closing a stake of 704 shares — an estimated $37.4K sold.

Ameritas Advisory Services first reported a position in CLOI in Q1 2024 and held it in 5 quarters. The position peaked at $537K in Q4 2024. 177 funds tracked by Wall St. Rank hold CLOI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining VanEck CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 704 VanEck CLO ETF shares in Q4 2025, an estimated $37.4K.
  • Ameritas Advisory Services first reported a position in VanEck CLO ETF in Q1 2024 and held it in 5 quarters.
  • Ameritas Advisory Services's VanEck CLO ETF position peaked at $537K in Q4 2024.
  • 177 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.