Koshinski Asset Management
CLOI icon

Koshinski Asset Management’s VanEck CLO ETF CLOI Stock Holding History

Koshinski Asset Management’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 		$2.82M Sell
53,278
-1,930
-3% -$102K 0.15% 139
2026
Q1 		$2.91M Sell
55,208
-47,575
-46% -$2.51M 0.18% 123
2025
Q4 		$5.43M Buy
102,783
+34,544
+51% +$1.83M 0.35% 57
2025
Q3 		$3.62M Buy
+68,239
New +$3.61M 0.24% 91

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

Koshinski Asset Management's CLOI Position: Q2 2026 in Review

Koshinski Asset Management reduced its VanEck CLO ETF (CLOI) stake by 3.5% in Q2 2026, selling an estimated $102K and leaving 53,278 shares worth $2.82M. The position accounts for 0.15% of the portfolio, ranked #139.

Koshinski Asset Management first reported a position in CLOI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.43M in Q4 2025. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Koshinski Asset Management held 53,278 shares of VanEck CLO ETF worth $2.82M as of Q2 2026.
  • Koshinski Asset Management sold 1,930 VanEck CLO ETF shares in Q2 2026, an estimated $102K.
  • VanEck CLO ETF made up 0.15% of Koshinski Asset Management's portfolio in Q2 2026, its #139 holding.
  • Koshinski Asset Management first reported a position in VanEck CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Koshinski Asset Management's VanEck CLO ETF position peaked at $5.43M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.