Independence Asset Advisors
CLOB icon

Independence Asset Advisors’s VanEck AA-BB CLO ETF CLOB Stock Holding History

Independence Asset Advisors’s Portfolio CLOB Stock Details CLOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.3M Buy
937,773
+8,466
+0.9% +$426K 11.11% 4
2026
Q2 		$46.9M Buy
929,307
+17,534
+2% +$882K 12.23% 4
2026
Q1 		$45.6M Buy
911,773
+16,237
+2% +$819K 16.48% 3
2025
Q4 		$45.4M Buy
895,536
+13,508
+2% +$687K 25.01% 2
2025
Q3 		$45M Buy
882,028
+492,971
+127% +$25M 19.08% 3
2025
Q2 		$19.8M Buy
389,057
+381,557
+5,087% +$19.1M 12.3% 3
2025
Q1 		$380K Buy
+7,500
New +$381K 1.23% 11

Other funds holding CLOB

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
Castleview Partners
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Lionsbridge Wealth Management
Lionsbridge Wealth Management Jacksonville Beach, Florida $89.6M AUM 14.61% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Independence Asset Advisors's CLOB Position: Q3 2026 in Review

Independence Asset Advisors increased its VanEck AA-BB CLO ETF (CLOB) stake by 0.91% in Q3 2026, buying an estimated $426K and bringing the position to 937,773 shares worth $47.3M. The position accounts for 11.11% of the portfolio, ranked #4.

Independence Asset Advisors first reported a position in CLOB in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold CLOB as of Q3 2026.

  • Independence Asset Advisors held 937,773 shares of VanEck AA-BB CLO ETF worth $47.3M as of Q3 2026.
  • Independence Asset Advisors bought 8,466 VanEck AA-BB CLO ETF shares in Q3 2026, an estimated $426K.
  • VanEck AA-BB CLO ETF made up 11.11% of Independence Asset Advisors's portfolio in Q3 2026, its #4 holding.
  • Independence Asset Advisors first reported a position in VanEck AA-BB CLO ETF in Q1 2025 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held VanEck AA-BB CLO ETF as of Q3 2026.

Based on Independence Asset Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.