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 Q2	$3.18M	Sell	60,124 -4,440	-7%	-$234K	0.06%	248
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

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

Ancora Advisors's CLOI Position: Q2 2026 in Review

Ancora Advisors reduced its VanEck CLO ETF (CLOI) stake by 6.9% in Q2 2026, selling an estimated $234K and leaving 60,124 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #248.

Ancora Advisors first reported a position in CLOI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q2 2025. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Ancora Advisors held 60,124 shares of VanEck CLO ETF worth $3.18M as of Q2 2026.
Ancora Advisors sold 4,440 VanEck CLO ETF shares in Q2 2026, an estimated $234K.
VanEck CLO ETF made up 0.06% of Ancora Advisors's portfolio in Q2 2026, its #248 holding.
Ancora Advisors first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 8 quarters since.
Ancora Advisors's VanEck CLO ETF position peaked at $3.48M in Q2 2025.
198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.