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Farther Finance Advisors’s VanEck CLO ETF CLOI Stock Holding History

Farther Finance Advisors’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 		$883K Sell
16,677
-5,414
-25% -$286K 0.01% 1177
2026
Q1 		$1.16M Buy
22,091
+6,244
+39% +$330K 0.01% 880
2025
Q4 		$837K Buy
15,847
+15,813
+46,509% +$837K 0.01% 989
2025
Q3 		$1.8K Buy
+34
New +$1.8K ﹤0.01% 4175
2024
Q4 		– Sell
-3
Closed -$159 – 4030
2024
Q3 		$159 Buy
+3
New +$159 ﹤0.01% 3698

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $306M AUM 35.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Farther Finance Advisors's CLOI Position: Q2 2026 in Review

Farther Finance Advisors reduced its VanEck CLO ETF (CLOI) stake by 25% in Q2 2026, selling an estimated $286K and leaving 16,677 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #1177.

Farther Finance Advisors first reported a position in CLOI in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.16M in Q1 2026. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Farther Finance Advisors held 16,677 shares of VanEck CLO ETF worth $883K as of Q2 2026.
  • Farther Finance Advisors sold 5,414 VanEck CLO ETF shares in Q2 2026, an estimated $286K.
  • VanEck CLO ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1177 holding.
  • Farther Finance Advisors first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 5 quarters since.
  • Farther Finance Advisors's VanEck CLO ETF position peaked at $1.16M in Q1 2026.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.