Smartleaf Asset Management’s VanEck CLO ETF CLOI Stock Holding History

Smartleaf Asset 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 Q3	$188K	Buy	+3,549	New	+$188K	0.01%	974

Other funds holding CLOI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Deseret Mutual Benefit Administrators Salt Lake City, Utah $289M AUM 30.01% 1-Year Est. Return

Smartleaf Asset Management's CLOI Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in VanEck CLO ETF (CLOI) in Q3 2026: 3,549 shares worth $188K. The stake represents 0.01% of the portfolio and ranks #974 among its holdings.

131 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

Smartleaf Asset Management held 3,549 shares of VanEck CLO ETF worth $188K as of Q3 2026.
VanEck CLO ETF was a new Smartleaf Asset Management position in Q3 2026.
VanEck CLO ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #974 holding.
131 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.