Janney Montgomery Scott
CLOI icon

Janney Montgomery Scott’s VanEck CLO ETF CLOI Stock Holding History

Janney Montgomery Scott’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 		$328K Buy
+6,192
New +$327K ﹤0.01% 2677

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

Janney Montgomery Scott's CLOI Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 6,192 shares worth $328K. The stake represents ﹤0.01% of the portfolio and ranks #2677 among its holdings.

198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Janney Montgomery Scott held 6,192 shares of VanEck CLO ETF worth $328K as of Q2 2026.
  • VanEck CLO ETF was a new Janney Montgomery Scott position in Q2 2026.
  • VanEck CLO ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2677 holding.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.