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Creekside Partners’s VanEck CLO ETF CLOI Stock Holding History

Creekside Partners’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
Q1 		$267K Hold
5,057
– – 0.11% 156
2025
Q4 		$267K Buy
5,057
+1,114
+28% +$58.9K 0.11% 153
2025
Q3 		$209K Hold
3,943
– – 0.09% 167
2025
Q2 		$209K Buy
+3,943
New +$208K 0.1% 167

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Creekside Partners's CLOI Position: Q1 2026 in Review

Creekside Partners held its VanEck CLO ETF (CLOI) position steady in Q1 2026 at 5,057 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #156.

Creekside Partners first reported a position in CLOI in Q2 2025 and has held it in 4 quarters since. The position peaked at $267K in Q4 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Creekside Partners held 5,057 shares of VanEck CLO ETF worth $267K as of Q1 2026.
  • Creekside Partners left its VanEck CLO ETF share count unchanged in Q1 2026.
  • VanEck CLO ETF made up 0.11% of Creekside Partners's portfolio in Q1 2026, its #156 holding.
  • Creekside Partners first reported a position in VanEck CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • Creekside Partners's VanEck CLO ETF position peaked at $267K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Creekside Partners's 13F filing for Q1 2026, filed 22 Apr 2026.