IAA
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Independent Advisor Alliance’s VanEck CLO ETF CLOI Stock Holding History

Independent Advisor Alliance’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 		– Sell
-110,010
Closed -$5.8M – 1134
2026
Q1 		$5.8M Buy
+110,010
New +$5.81M 0.06% 280
2025
Q1 		– Sell
-52,132
Closed -$2.75M – 892
2024
Q4 		$2.75M Buy
+52,132
New +$2.76M 0.04% 429

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

Independent Advisor Alliance's CLOI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of VanEck CLO ETF (CLOI) in Q2 2026, closing a stake of 110,010 shares — an estimated $5.8M sold.

Independent Advisor Alliance first reported a position in CLOI in Q4 2024 and held it in 2 quarters. The position peaked at $5.8M in Q1 2026. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining VanEck CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 110,010 VanEck CLO ETF shares in Q2 2026, an estimated $5.8M.
  • Independent Advisor Alliance first reported a position in VanEck CLO ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's VanEck CLO ETF position peaked at $5.8M in Q1 2026.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.