Boyce & Associates Wealth Consulting’s VanEck CLO ETF CLOI Stock Holding History

Boyce & Associates Wealth Consulting’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 Q3	$5.05M	Buy	+95,362	New	+$5.04M	3.07%	13

Other funds holding CLOI

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Boyce & Associates Wealth Consulting's CLOI Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting opened a new position in VanEck CLO ETF (CLOI) in Q3 2026: 95,362 shares worth $5.05M. The stake represents 3.07% of the portfolio and ranks #13 among its holdings.

23 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

Boyce & Associates Wealth Consulting held 95,362 shares of VanEck CLO ETF worth $5.05M as of Q3 2026.
VanEck CLO ETF was a new Boyce & Associates Wealth Consulting position in Q3 2026.
VanEck CLO ETF made up 3.07% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #13 holding.
23 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.