Signature Equity Partners’s VanEck CLO ETF CLOI Stock Holding History

Signature Equity Partners’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	$2.91K	Hold	55	–	–	﹤0.01%	1106
2026 Q1	$2.9K	Hold	55	–	–	﹤0.01%	1063
2025 Q4	$2.9K	Buy	+55	New	+$2.91K	﹤0.01%	1125

Other funds holding CLOI

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Signature Equity Partners's CLOI Position: Q2 2026 in Review

Signature Equity Partners held its VanEck CLO ETF (CLOI) position steady in Q2 2026 at 55 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Signature Equity Partners first reported a position in CLOI in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

Signature Equity Partners held 55 shares of VanEck CLO ETF worth $2.91K as of Q2 2026.
Signature Equity Partners left its VanEck CLO ETF share count unchanged in Q2 2026.
VanEck CLO ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1106 holding.
Signature Equity Partners first reported a position in VanEck CLO ETF in Q4 2025 and has held it in 3 quarters since.
198 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.