IA
CLOI icon

IFP Advisors’s VanEck CLO ETF CLOI Stock Holding History

IFP 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
Q2 		$962K Buy
18,159
+11,019
+154% +$582K 0.02% 756
2026
Q1 		$376K Buy
7,140
+1,478
+26% +$78K 0.01% 1085
2025
Q4 		$299K Buy
5,662
+1,748
+45% +$92.5K 0.01% 1165
2025
Q3 		$208K Sell
3,914
-6,573
-63% -$348K 0.01% 1266
2025
Q2 		$555K Buy
10,487
+928
+10% +$48.9K 0.02% 790
2025
Q1 		$505K Buy
9,559
+1,570
+20% +$83.1K 0.02% 766
2024
Q4 		$422K Buy
7,989
+948
+13% +$50.2K 0.01% 802
2024
Q3 		$373K Buy
7,041
+2,001
+40% +$106K 0.01% 807
2024
Q2 		$267K Buy
+5,040
New +$266K 0.01% 892

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

IFP Advisors's CLOI Position: Q2 2026 in Review

IFP Advisors increased its VanEck CLO ETF (CLOI) stake by 154% in Q2 2026, buying an estimated $582K and bringing the position to 18,159 shares worth $962K. The position accounts for 0.02% of the portfolio, ranked #756.

IFP Advisors first reported a position in CLOI in Q2 2024 and has held it in 9 quarters since. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • IFP Advisors held 18,159 shares of VanEck CLO ETF worth $962K as of Q2 2026.
  • IFP Advisors bought 11,019 VanEck CLO ETF shares in Q2 2026, an estimated $582K.
  • VanEck CLO ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #756 holding.
  • IFP Advisors first reported a position in VanEck CLO ETF in Q2 2024 and has held it in 9 quarters since.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.