Impact Partnership Wealth
CLOI icon

Impact Partnership Wealth’s VanEck CLO ETF CLOI Stock Holding History

Impact Partnership Wealth’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 		$2.74M Buy
51,714
+4,204
+9% +$222K 0.24% 56
2026
Q2 		$2.52M Buy
47,510
+10,427
+28% +$550K 0.24% 52
2026
Q1 		$1.95M Buy
37,083
+6,668
+22% +$352K 0.24% 54
2025
Q4 		$1.61M Buy
30,415
+2,647
+10% +$140K 0.21% 54
2025
Q3 		$1.47M Buy
27,768
+15,176
+121% +$804K 0.22% 52
2025
Q2 		$667K Buy
+12,592
New +$663K 0.12% 97

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Financial Management Network
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Impact Partnership Wealth's CLOI Position: Q3 2026 in Review

Impact Partnership Wealth increased its VanEck CLO ETF (CLOI) stake by 8.8% in Q3 2026, buying an estimated $222K and bringing the position to 51,714 shares worth $2.74M. The position accounts for 0.24% of the portfolio, ranked #56.

Impact Partnership Wealth first reported a position in CLOI in Q2 2025 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

  • Impact Partnership Wealth held 51,714 shares of VanEck CLO ETF worth $2.74M as of Q3 2026.
  • Impact Partnership Wealth bought 4,204 VanEck CLO ETF shares in Q3 2026, an estimated $222K.
  • VanEck CLO ETF made up 0.24% of Impact Partnership Wealth's portfolio in Q3 2026, its #56 holding.
  • Impact Partnership Wealth first reported a position in VanEck CLO ETF in Q2 2025 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.