Raymond James Financial
CLOI icon

Raymond James Financial’s VanEck CLO ETF CLOI Stock Holding History

Raymond James Financial’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 		$365K Buy
+6,920
New +$365K ﹤0.01% 4557

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Raymond James Financial's CLOI Position: Q1 2026 in Review

Raymond James Financial opened a new position in VanEck CLO ETF (CLOI) in Q1 2026: 6,920 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #4557 among its holdings.

167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Raymond James Financial held 6,920 shares of VanEck CLO ETF worth $365K as of Q1 2026.
  • VanEck CLO ETF was a new Raymond James Financial position in Q1 2026.
  • VanEck CLO ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4557 holding.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.