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

SHP 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 		$4.55K Buy
+86
New +$4.54K ﹤0.01% 1179

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

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

SHP Wealth Management opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 86 shares worth $4.55K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • SHP Wealth Management held 86 shares of VanEck CLO ETF worth $4.55K as of Q2 2026.
  • VanEck CLO ETF was a new SHP Wealth Management position in Q2 2026.
  • VanEck CLO ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1179 holding.
  • 198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.