Mutual Advisors’s VanEck CLO ETF CLOI Stock Holding History

Mutual 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	$1.53M	Buy	29,119 +1,265	+5%	+$66.8K	0.03%	453
2025 Q4	$1.47M	Buy	27,854 +73	+0.3%	+$3.86K	0.03%	440
2025 Q3	$1.47M	Buy	27,781 +914	+3%	+$48.4K	0.03%	449
2025 Q2	$1.43M	Sell	26,867 -193	-0.7%	-$10.2K	0.04%	398
2025 Q1	$1.42M	Buy	27,060 +4,375	+19%	+$232K	0.04%	361
2024 Q4	$1.2M	Buy	22,685 +3,050	+16%	+$162K	0.03%	420
2024 Q3	$1.04M	Buy	+19,635	New	+$1.04M	0.03%	473

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

Mutual Advisors's CLOI Position: Q1 2026 in Review

Mutual Advisors increased its VanEck CLO ETF (CLOI) stake by 4.5% in Q1 2026, buying an estimated $66.8K and bringing the position to 29,119 shares worth $1.53M. The position accounts for 0.03% of the portfolio, ranked #453.

Mutual Advisors first reported a position in CLOI in Q3 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

Mutual Advisors held 29,119 shares of VanEck CLO ETF worth $1.53M as of Q1 2026.
Mutual Advisors bought 1,265 VanEck CLO ETF shares in Q1 2026, an estimated $66.8K.
VanEck CLO ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #453 holding.
Mutual Advisors first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.