Encompass More Asset Management’s VanEck CLO ETF CLOI Stock Holding History

Encompass More Asset 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	$229K	Buy	+4,316	New	+$228K	0.03%	253

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

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

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Encompass More Asset Management's CLOI Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 4,316 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings.

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

Encompass More Asset Management held 4,316 shares of VanEck CLO ETF worth $229K as of Q2 2026.
VanEck CLO ETF was a new Encompass More Asset Management position in Q2 2026.
VanEck CLO ETF made up 0.03% of Encompass More Asset Management's portfolio in Q2 2026, its #253 holding.
29 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.