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Peck Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

Peck Wealth Management’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 		$1.71M Buy
+32,375
New +$1.71M 1.44% 26
2026
Q1 		– Sell
-1,167
Closed -$61.6K – 126
2025
Q4 		$61.6K Sell
1,167
-16,711
-93% -$884K 0.06% 102
2025
Q3 		$949K Buy
+17,878
New +$947K 0.91% 36

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

Peck Wealth Management's CLOI Position: Q2 2026 in Review

Peck Wealth Management opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 32,375 shares worth $1.71M. The stake represents 1.44% of the portfolio and ranks #26 among its holdings. This is a return to the name: Peck Wealth Management previously reported a position in CLOI as recently as Q4 2025.

Peck Wealth Management first reported a position in CLOI in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Peck Wealth Management held 32,375 shares of VanEck CLO ETF worth $1.71M as of Q2 2026.
  • VanEck CLO ETF was a new Peck Wealth Management position in Q2 2026.
  • VanEck CLO ETF made up 1.44% of Peck Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Peck Wealth Management first reported a position in VanEck CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.