Mercer Global Advisors’s VanEck CLO ETF CLOI Stock Holding History

Mercer Global 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	$511K	Sell	9,703 -4,315	-31%	-$228K	﹤0.01%	1966
2025 Q4	$740K	Sell	14,018 -11,666	-45%	-$617K	﹤0.01%	1624
2025 Q3	$1.36M	Buy	25,684 +51	+0.2%	+$2.7K	﹤0.01%	1218
2025 Q2	$1.36M	Buy	25,633 +48	+0.2%	+$2.53K	﹤0.01%	1062
2025 Q1	$1.35M	Buy	25,585 +586	+2%	+$31K	﹤0.01%	984
2024 Q4	$1.32M	Buy	24,999 +2,295	+10%	+$122K	﹤0.01%	974
2024 Q3	$1.2M	Buy	+22,704	New	+$1.2M	﹤0.01%	942

Other funds holding CLOI

IAA

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

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 $1.05B AUM 19.14% 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

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 $321M AUM 17.94% 1-Year Est. Return

Mercer Global Advisors's CLOI Position: Q1 2026 in Review

Mercer Global Advisors reduced its VanEck CLO ETF (CLOI) stake by 31% in Q1 2026, selling an estimated $228K and leaving 9,703 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Mercer Global Advisors first reported a position in CLOI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Mercer Global Advisors held 9,703 shares of VanEck CLO ETF worth $511K as of Q1 2026.
Mercer Global Advisors sold 4,315 VanEck CLO ETF shares in Q1 2026, an estimated $228K.
VanEck CLO ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1966 holding.
Mercer Global Advisors first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 7 quarters since.
Mercer Global Advisors's VanEck CLO ETF position peaked at $1.36M in Q3 2025.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.