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Laffer Tengler Investments’s VanEck CLO ETF CLOI Stock Holding History

Laffer Tengler Investments’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 		$449K Sell
8,474
-713
-8% -$37.6K 0.06% 141
2026
Q1 		$484K Buy
9,187
+712
+8% +$37.6K 0.07% 138
2025
Q4 		$448K Buy
+8,475
New +$448K 0.07% 129

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

Laffer Tengler Investments's CLOI Position: Q2 2026 in Review

Laffer Tengler Investments reduced its VanEck CLO ETF (CLOI) stake by 7.8% in Q2 2026, selling an estimated $37.6K and leaving 8,474 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #141.

Laffer Tengler Investments first reported a position in CLOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $484K in Q1 2026. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Laffer Tengler Investments held 8,474 shares of VanEck CLO ETF worth $449K as of Q2 2026.
  • Laffer Tengler Investments sold 713 VanEck CLO ETF shares in Q2 2026, an estimated $37.6K.
  • VanEck CLO ETF made up 0.06% of Laffer Tengler Investments's portfolio in Q2 2026, its #141 holding.
  • Laffer Tengler Investments first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Laffer Tengler Investments's VanEck CLO ETF position peaked at $484K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Laffer Tengler Investments's 13F filing for Q2 2026, filed 21 Jul 2026.