Kingswood Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Kingswood Wealth Advisors’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	$441K	Buy	+8,325	New	+$439K	0.02%	645

Other funds holding CLOI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kingswood Wealth Advisors's CLOI Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 8,325 shares worth $441K. The stake represents 0.02% of the portfolio and ranks #645 among its holdings.

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

Kingswood Wealth Advisors held 8,325 shares of VanEck CLO ETF worth $441K as of Q2 2026.
VanEck CLO ETF was a new Kingswood Wealth Advisors position in Q2 2026.
VanEck CLO ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #645 holding.
198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.