Atria Investments’s VanEck CLO ETF CLOI Stock Holding History

Atria Investments’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	$1.52M	Buy	28,809 +1,401	+5%	+$73.9K	0.02%	834
2025 Q4	$1.45M	Sell	27,408 -4,550	-14%	-$241K	0.02%	881
2025 Q3	$1.7M	Sell	31,958 -25,877	-45%	-$1.37M	0.02%	788
2025 Q2	$3.06M	Sell	57,835 -12,595	-18%	-$663K	0.04%	556
2025 Q1	$3.72M	Buy	70,430 +38,421	+120%	+$2.03M	0.05%	458
2024 Q4	$1.69M	Buy	32,009 +27,716	+646%	+$1.47M	0.02%	751
2024 Q3	$228K	Sell	4,293 -151	-3%	-$7.98K	﹤0.01%	1763
2024 Q2	$235K	Buy	+4,444	New	+$235K	﹤0.01%	1729

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 $365M AUM 22.69% 1-Year Est. Return

Atria Investments's CLOI Position: Q1 2026 in Review

Atria Investments increased its VanEck CLO ETF (CLOI) stake by 5.1% in Q1 2026, buying an estimated $73.9K and bringing the position to 28,809 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #834.

Atria Investments first reported a position in CLOI in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.72M in Q1 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Atria Investments held 28,809 shares of VanEck CLO ETF worth $1.52M as of Q1 2026.
Atria Investments bought 1,401 VanEck CLO ETF shares in Q1 2026, an estimated $73.9K.
VanEck CLO ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #834 holding.
Atria Investments first reported a position in VanEck CLO ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's VanEck CLO ETF position peaked at $3.72M in Q1 2025.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.