HighTower Advisors’s VanEck CLO ETF CLOI Stock Holding History

HighTower 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 Q1	$5.88M	Sell	111,566 -209,469	-65%	-$11.1M	0.01%	1116
2025 Q4	$17M	Buy	321,035 +6,703	+2%	+$355K	0.02%	665
2025 Q3	$16.7M	Buy	314,332 +12,619	+4%	+$668K	0.02%	659
2025 Q2	$16M	Buy	301,713 +40,678	+16%	+$2.14M	0.02%	624
2025 Q1	$13.8M	Buy	261,035 +29,728	+13%	+$1.57M	0.02%	647
2024 Q4	$12.2M	Buy	+231,307	New	+$12.3M	0.02%	677

Other funds holding CLOI

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

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 $1.05B AUM 19.14% 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

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 $321M AUM 17.94% 1-Year Est. Return

HighTower Advisors's CLOI Position: Q1 2026 in Review

HighTower Advisors reduced its VanEck CLO ETF (CLOI) stake by 65% in Q1 2026, selling an estimated $11.1M and leaving 111,566 shares worth $5.88M. The position accounts for 0.01% of the portfolio, ranked #1116.

HighTower Advisors first reported a position in CLOI in Q4 2024 and has held it in 6 quarters since. The position peaked at $17M in Q4 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

HighTower Advisors held 111,566 shares of VanEck CLO ETF worth $5.88M as of Q1 2026.
HighTower Advisors sold 209,469 VanEck CLO ETF shares in Q1 2026, an estimated $11.1M.
VanEck CLO ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #1116 holding.
HighTower Advisors first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 6 quarters since.
HighTower Advisors's VanEck CLO ETF position peaked at $17M in Q4 2025.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.