Gradient Investments
CLOI icon

Gradient Investments’s VanEck CLO ETF CLOI Stock Holding History

Gradient Investments’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 		$14.5M Sell
273,174
-2,115
-0.8% -$112K 0.21% 148
2026
Q2 		$14.6M Buy
275,289
+6,992
+3% +$369K 0.2% 140
2026
Q1 		$14.1M Buy
268,297
+905
+0.3% +$47.8K 0.22% 134
2025
Q4 		$14.1M Buy
267,392
+2,009
+0.8% +$106K 0.22% 130
2025
Q3 		$14.1M Sell
265,383
-12,354
-4% -$654K 0.24% 122
2025
Q2 		$14.7M Buy
277,737
+2,132
+0.8% +$112K 0.27% 113
2025
Q1 		$14.6M Buy
275,605
+16,943
+7% +$897K 0.29% 101
2024
Q4 		$13.6M Buy
258,662
+16,472
+7% +$872K 0.28% 107
2024
Q3 		$12.8M Buy
242,190
+18,774
+8% +$992K 0.27% 120
2024
Q2 		$11.8M Buy
223,416
+129,925
+139% +$6.86M 0.27% 119
2024
Q1 		$4.94M Buy
93,491
+14,620
+19% +$767K 0.11% 139
2023
Q4 		$4.11M Sell
78,871
-78,136
-50% -$4.07M 0.1% 154
2023
Q3 		$8.19M Sell
157,007
-1,457
-0.9% -$75.6K 0.22% 119
2023
Q2 		$8.19M Sell
158,464
-6,039
-4% -$310K 0.21% 120
2023
Q1 		$8.44M Buy
+164,503
New +$8.44M 0.23% 121

Other funds holding CLOI

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
Cathy Pareto & Associates
Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

Gradient Investments's CLOI Position: Q3 2026 in Review

Gradient Investments reduced its VanEck CLO ETF (CLOI) stake by 0.77% in Q3 2026, selling an estimated $112K and leaving 273,174 shares worth $14.5M. The position accounts for 0.21% of the portfolio, ranked #148.

Gradient Investments first reported a position in CLOI in Q1 2023 and has held it in 15 quarters since. The position peaked at $14.7M in Q2 2025. 49 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

  • Gradient Investments held 273,174 shares of VanEck CLO ETF worth $14.5M as of Q3 2026.
  • Gradient Investments sold 2,115 VanEck CLO ETF shares in Q3 2026, an estimated $112K.
  • VanEck CLO ETF made up 0.21% of Gradient Investments's portfolio in Q3 2026, its #148 holding.
  • Gradient Investments first reported a position in VanEck CLO ETF in Q1 2023 and has held it in 15 quarters since.
  • Gradient Investments's VanEck CLO ETF position peaked at $14.7M in Q2 2025.
  • 49 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.