DPI
CLOB

Diversified Portfolios Inc’s VanEck AA-BB CLO ETF CLOB Stock Holding History

Diversified Portfolios Inc’s Portfolio CLOB Stock Details CLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
29,180
+12,854
+79% +$648K 0.12% 82
2025
Q4 		$827K Buy
+16,326
New +$830K 0.07% 100

Other funds holding CLOB

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LSA
L & S Advisors Los Angeles, California $795M AUM 52.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Diversified Portfolios Inc's CLOB Position: Q1 2026 in Review

Diversified Portfolios Inc increased its VanEck AA-BB CLO ETF (CLOB) stake by 79% in Q1 2026, buying an estimated $648K and bringing the position to 29,180 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #82.

Diversified Portfolios Inc first reported a position in CLOB in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold CLOB as of Q1 2026.

  • Diversified Portfolios Inc held 29,180 shares of VanEck AA-BB CLO ETF worth $1.46M as of Q1 2026.
  • Diversified Portfolios Inc bought 12,854 VanEck AA-BB CLO ETF shares in Q1 2026, an estimated $648K.
  • VanEck AA-BB CLO ETF made up 0.12% of Diversified Portfolios Inc's portfolio in Q1 2026, its #82 holding.
  • Diversified Portfolios Inc first reported a position in VanEck AA-BB CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held VanEck AA-BB CLO ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.