KFG
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Kingdom Financial Group’s VanEck CLO ETF CLOI Stock Holding History

Kingdom Financial Group’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
Q1 		$114 Sell
2
-2,782
-100% -$147K ﹤0.01% 803
2025
Q4 		$147K Buy
+2,784
New +$147K 0.05% 168

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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 $11.7B AUM 21.33% 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 $294M AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Kingdom Financial Group's CLOI Position: Q1 2026 in Review

Kingdom Financial Group reduced its VanEck CLO ETF (CLOI) stake by 100% in Q1 2026, selling an estimated $147K and leaving 2 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Kingdom Financial Group first reported a position in CLOI in Q4 2025 and has held it in 2 quarters since. The position peaked at $147K in Q4 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Kingdom Financial Group held 2 shares of VanEck CLO ETF worth $114 as of Q1 2026.
  • Kingdom Financial Group sold 2,782 VanEck CLO ETF shares in Q1 2026, an estimated $147K.
  • VanEck CLO ETF made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #803 holding.
  • Kingdom Financial Group first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's VanEck CLO ETF position peaked at $147K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.