Cambridge Investment Research Advisors’s VanEck CLO ETF CLOI Stock Holding History

Cambridge Investment Research 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	$11.8M	Buy	223,563 +3,402	+2%	+$180K	0.03%	595
2026 Q1	$11.6M	Buy	220,161 +34,440	+19%	+$1.82M	0.03%	561
2025 Q4	$9.81M	Buy	185,721 +18,706	+11%	+$990K	0.03%	589
2025 Q3	$8.87M	Buy	167,015 +72,688	+77%	+$3.85M	0.02%	622
2025 Q2	$5M	Sell	94,327 -5,589	-6%	-$294K	0.02%	854
2025 Q1	$5.28M	Buy	99,916 +80,999	+428%	+$4.29M	0.02%	777
2024 Q4	$998K	Buy	18,917 +14,591	+337%	+$773K	﹤0.01%	1876
2024 Q3	$229K	Sell	4,326 -147	-3%	-$7.77K	﹤0.01%	3039
2024 Q2	$237K	Buy	+4,473	New	+$236K	﹤0.01%	2896

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

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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 $7B AUM 14.85% 1-Year Est. Return

Cambridge Investment Research Advisors's CLOI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its VanEck CLO ETF (CLOI) stake by 1.5% in Q2 2026, buying an estimated $180K and bringing the position to 223,563 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #595.

Cambridge Investment Research Advisors first reported a position in CLOI in Q2 2024 and has held it in 9 quarters since. 197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Cambridge Investment Research Advisors held 223,563 shares of VanEck CLO ETF worth $11.8M as of Q2 2026.
Cambridge Investment Research Advisors bought 3,402 VanEck CLO ETF shares in Q2 2026, an estimated $180K.
VanEck CLO ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #595 holding.
Cambridge Investment Research Advisors first reported a position in VanEck CLO ETF in Q2 2024 and has held it in 9 quarters since.
197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.