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Sage Mountain Advisors’s VanEck CLO ETF CLOI Stock Holding History

Sage Mountain 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 		$9.7K Buy
+184
New +$9.71K ﹤0.01% 273

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 $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 $1.16B 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 $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Sage Mountain Advisors's CLOI Position: Q1 2026 in Review

Sage Mountain Advisors opened a new position in VanEck CLO ETF (CLOI) in Q1 2026: 184 shares worth $9.7K. The stake represents ﹤0.01% of the portfolio and ranks #273 among its holdings.

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

  • Sage Mountain Advisors held 184 shares of VanEck CLO ETF worth $9.7K as of Q1 2026.
  • VanEck CLO ETF was a new Sage Mountain Advisors position in Q1 2026.
  • VanEck CLO ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #273 holding.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.