Legacy Capital Wealth Partners’s VanEck CLO ETF CLOI Stock Holding History

Legacy Capital Wealth Partners’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	$264K	Buy	+4,977	New	+$263K	0.05%	319

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

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

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 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 $7B AUM 14.85% 1-Year Est. Return

Legacy Capital Wealth Partners's CLOI Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 4,977 shares worth $264K. The stake represents 0.05% of the portfolio and ranks #319 among its holdings.

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

Legacy Capital Wealth Partners held 4,977 shares of VanEck CLO ETF worth $264K as of Q2 2026.
VanEck CLO ETF was a new Legacy Capital Wealth Partners position in Q2 2026.
VanEck CLO ETF made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #319 holding.
197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.