Cornerstone Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Cornerstone Wealth Management’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	$206K	Buy	+3,891	New	+$205K	0.01%	714

Other funds holding CLOI

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Cornerstone Wealth Management's CLOI Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 3,891 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings.

42 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Cornerstone Wealth Management held 3,891 shares of VanEck CLO ETF worth $206K as of Q2 2026.
VanEck CLO ETF was a new Cornerstone Wealth Management position in Q2 2026.
VanEck CLO ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #714 holding.
42 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.