BFC Planning, Inc.’s VanEck CLO ETF CLOI Stock Holding History

BFC Planning, Inc.’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	$20.1K	Buy	379 +189	+99%	+$10K	﹤0.01%	2019
2026 Q1	$10K	Hold	190	–	–	﹤0.01%	2049
2025 Q4	$10K	Hold	190	–	–	﹤0.01%	2080
2025 Q3	$10.1K	Hold	190	–	–	﹤0.01%	1916
2025 Q2	$10.1K	Sell	190 -1,557	-89%	-$82K	﹤0.01%	1801
2025 Q1	$92.3K	Buy	1,747 +640	+58%	+$33.9K	0.01%	905
2024 Q4	$58.4K	Buy	+1,107	New	+$58.6K	﹤0.01%	1039

Other funds holding CLOI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

Deseret Mutual Benefit Administrators Salt Lake City, Utah $289M AUM 30.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BFC Planning, Inc.'s CLOI Position: Q2 2026 in Review

BFC Planning, Inc. increased its VanEck CLO ETF (CLOI) stake by 99% in Q2 2026, buying an estimated $10K and bringing the position to 379 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2019.

BFC Planning, Inc. first reported a position in CLOI in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.3K in Q1 2025. 199 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

BFC Planning, Inc. held 379 shares of VanEck CLO ETF worth $20.1K as of Q2 2026.
BFC Planning, Inc. bought 189 VanEck CLO ETF shares in Q2 2026, an estimated $10K.
VanEck CLO ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2019 holding.
BFC Planning, Inc. first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s VanEck CLO ETF position peaked at $92.3K in Q1 2025.
199 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.