SageView Advisory Group
CLOI icon

SageView Advisory Group’s VanEck CLO ETF CLOI Stock Holding History

SageView Advisory Group’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 		– Sell
-1,729
Closed -$91.3K – 940
2025
Q4 		$91.3K Buy
+1,729
New +$91.5K ﹤0.01% 855

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
Capital Investment Advisors
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
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

SageView Advisory Group's CLOI Position: Q1 2026 in Review

SageView Advisory Group sold out of VanEck CLO ETF (CLOI) in Q1 2026, closing a stake of 1,729 shares — an estimated $91.3K sold.

SageView Advisory Group first reported a position in CLOI in Q4 2025 and held it in 1 quarter. The position peaked at $91.3K in Q4 2025. 168 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • SageView Advisory Group reported no remaining VanEck CLO ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,729 VanEck CLO ETF shares in Q1 2026, an estimated $91.3K.
  • SageView Advisory Group first reported a position in VanEck CLO ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's VanEck CLO ETF position peaked at $91.3K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.