Farther Finance Advisors
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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
Q3 		$1.03M Buy
19,452
+2,775
+17% +$147K 0.01% 1114
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

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors's CLOI Position: Q3 2026 in Review

Farther Finance Advisors increased its VanEck CLO ETF (CLOI) stake by 17% in Q3 2026, buying an estimated $147K and bringing the position to 19,452 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #1114.

Farther Finance Advisors first reported a position in CLOI in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2026. 23 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

  • Farther Finance Advisors held 19,452 shares of VanEck CLO ETF worth $1.03M as of Q3 2026.
  • Farther Finance Advisors bought 2,775 VanEck CLO ETF shares in Q3 2026, an estimated $147K.
  • VanEck CLO ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1114 holding.
  • Farther Finance Advisors first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 6 quarters since.
  • Farther Finance Advisors's VanEck CLO ETF position peaked at $1.16M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.