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CLOI icon

Networth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Networth 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
Q2 		$1.54K Hold
29
– – ﹤0.01% 300
2026
Q1 		$1.53K Sell
29
-168
-85% -$8.87K ﹤0.01% 307
2025
Q4 		$10.4K Buy
+197
New +$10.4K 0.01% 153

Other funds holding CLOI

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Networth Advisors's CLOI Position: Q2 2026 in Review

Networth Advisors held its VanEck CLO ETF (CLOI) position steady in Q2 2026 at 29 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Networth Advisors first reported a position in CLOI in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.4K in Q4 2025. 114 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Networth Advisors held 29 shares of VanEck CLO ETF worth $1.54K as of Q2 2026.
  • Networth Advisors left its VanEck CLO ETF share count unchanged in Q2 2026.
  • VanEck CLO ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #300 holding.
  • Networth Advisors first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's VanEck CLO ETF position peaked at $10.4K in Q4 2025.
  • 114 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.