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Galvin Gaustad & Stein’s VanEck CLO ETF CLOI Stock Holding History

Galvin Gaustad & Stein’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
Q1 		$1.86M Buy
35,368
+9,133
+35% +$482K 0.15% 92
2025
Q4 		$1.39M Buy
+26,235
New +$1.39M 0.11% 104

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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 $11.7B AUM 21.33% 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 $294M AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Galvin Gaustad & Stein's CLOI Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its VanEck CLO ETF (CLOI) stake by 35% in Q1 2026, buying an estimated $482K and bringing the position to 35,368 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #92.

Galvin Gaustad & Stein first reported a position in CLOI in Q4 2025 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Galvin Gaustad & Stein held 35,368 shares of VanEck CLO ETF worth $1.86M as of Q1 2026.
  • Galvin Gaustad & Stein bought 9,133 VanEck CLO ETF shares in Q1 2026, an estimated $482K.
  • VanEck CLO ETF made up 0.15% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #92 holding.
  • Galvin Gaustad & Stein first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.