Convergence Financial’s VanEck CLO ETF CLOI Stock Holding History

Convergence Financial’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	$475K	Buy	+8,975	New	+$475K	0.07%	172

Other funds holding CLOI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Deseret Mutual Benefit Administrators Salt Lake City, Utah $289M AUM 30.01% 1-Year Est. Return

Destiny Wealth Partners Tavares, Florida $978M AUM 13.01% 1-Year Est. Return

Convergence Financial's CLOI Position: Q3 2026 in Review

Convergence Financial opened a new position in VanEck CLO ETF (CLOI) in Q3 2026: 8,975 shares worth $475K. The stake represents 0.07% of the portfolio and ranks #172 among its holdings.

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

Convergence Financial held 8,975 shares of VanEck CLO ETF worth $475K as of Q3 2026.
VanEck CLO ETF was a new Convergence Financial position in Q3 2026.
VanEck CLO ETF made up 0.07% of Convergence Financial's portfolio in Q3 2026, its #172 holding.
111 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.