Ancora Advisors’s VanEck CLO ETF CLOI Stock Holding History

Ancora Advisors’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	$3.4M	Buy	64,564 +228	+0.4%	+$12K	0.07%	214
2025 Q4	$3.4M	Buy	64,336 +3,138	+5%	+$166K	0.07%	222
2025 Q3	$3.25M	Sell	61,198 -4,445	-7%	-$235K	0.06%	218
2025 Q2	$3.48M	Buy	65,643 +3,788	+6%	+$199K	0.07%	215
2025 Q1	$3.27M	Sell	61,855 -1,518	-2%	-$80.4K	0.07%	214
2024 Q4	$3.34M	Buy	63,373 +10,393	+20%	+$550K	0.07%	213
2024 Q3	$2.81M	Buy	+52,980	New	+$2.8M	0.06%	233

Other funds holding CLOI

IAA

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

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

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

Ancora Advisors's CLOI Position: Q1 2026 in Review

Ancora Advisors increased its VanEck CLO ETF (CLOI) stake by 0.35% in Q1 2026, buying an estimated $12K and bringing the position to 64,564 shares worth $3.4M. The position accounts for 0.07% of the portfolio, ranked #214.

Ancora Advisors first reported a position in CLOI in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q2 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Ancora Advisors held 64,564 shares of VanEck CLO ETF worth $3.4M as of Q1 2026.
Ancora Advisors bought 228 VanEck CLO ETF shares in Q1 2026, an estimated $12K.
VanEck CLO ETF made up 0.07% of Ancora Advisors's portfolio in Q1 2026, its #214 holding.
Ancora Advisors first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 7 quarters since.
Ancora Advisors's VanEck CLO ETF position peaked at $3.48M in Q2 2025.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.