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Financial Gravity Companies’s VanEck CLO ETF CLOI Stock Holding History

Financial Gravity Companies’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 		$53 Buy
+1
New +$53 ﹤0.01% 949
2025
Q2 		$741 Buy
+14
New +$737 ﹤0.01% 829
2024
Q4 		$739 Hold
14
– – ﹤0.01% 836
2024
Q3 		$743 Buy
+14
New +$740 ﹤0.01% 563

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

Financial Gravity Companies's CLOI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 1 share worth $53. The stake represents ﹤0.01% of the portfolio and ranks #949 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CLOI as recently as Q2 2025.

Financial Gravity Companies first reported a position in CLOI in Q3 2024 and has held it in 4 quarters since. The position peaked at $743 in Q3 2024. 197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Financial Gravity Companies held 1 share of VanEck CLO ETF worth $53 as of Q2 2026.
  • VanEck CLO ETF was a new Financial Gravity Companies position in Q2 2026.
  • VanEck CLO ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #949 holding.
  • Financial Gravity Companies first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 4 quarters since.
  • Financial Gravity Companies's VanEck CLO ETF position peaked at $743 in Q3 2024.
  • 197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.