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L & S Advisors’s VanEck CLO ETF CLOI Stock Holding History

L & S 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
Q1 		$236K Sell
4,479
-577
-11% -$30.5K 0.03% 214
2025
Q4 		$267K Buy
+5,056
New +$268K 0.02% 329

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

L & S Advisors's CLOI Position: Q1 2026 in Review

L & S Advisors reduced its VanEck CLO ETF (CLOI) stake by 11% in Q1 2026, selling an estimated $30.5K and leaving 4,479 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #214.

L & S Advisors first reported a position in CLOI in Q4 2025 and has held it in 2 quarters since. The position peaked at $267K in Q4 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • L & S Advisors held 4,479 shares of VanEck CLO ETF worth $236K as of Q1 2026.
  • L & S Advisors sold 577 VanEck CLO ETF shares in Q1 2026, an estimated $30.5K.
  • VanEck CLO ETF made up 0.03% of L & S Advisors's portfolio in Q1 2026, its #214 holding.
  • L & S Advisors first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • L & S Advisors's VanEck CLO ETF position peaked at $267K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.