Concurrent Investment Advisors
CLOI icon

Concurrent Investment Advisors’s VanEck CLO ETF CLOI Stock Holding History

Concurrent Investment 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 		$1.31M Buy
+24,738
New +$1.31M 0.01% 885
2024
Q3 		– Sell
-4,750
Closed -$251K – 1108
2024
Q2 		$251K Buy
+4,750
New +$251K 0.01% 795

Other funds holding CLOI

LPL Financial
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
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
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Sax Wealth Advisors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Concurrent Investment Advisors's CLOI Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 24,738 shares worth $1.31M. The stake represents 0.01% of the portfolio and ranks #885 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in CLOI as recently as Q2 2024.

Concurrent Investment Advisors first reported a position in CLOI in Q2 2024 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Concurrent Investment Advisors held 24,738 shares of VanEck CLO ETF worth $1.31M as of Q2 2026.
  • VanEck CLO ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • VanEck CLO ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #885 holding.
  • Concurrent Investment Advisors first reported a position in VanEck CLO ETF in Q2 2024 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

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