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Steward Partners Investment Advisory’s VanEck CLO ETF CLOI Stock Holding History

Steward Partners Investment Advisory’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 		$2.1M Buy
39,941
+8,984
+29% +$474K 0.01% 832
2025
Q4 		$1.63M Buy
30,957
+19,118
+161% +$1.01M 0.01% 870
2025
Q3 		$629K Buy
11,839
+1,890
+19% +$100K ﹤0.01% 1266
2025
Q2 		$527K Buy
9,949
+9,143
+1,134% +$481K ﹤0.01% 1272
2025
Q1 		$42.6K Buy
806
+372
+86% +$19.7K ﹤0.01% 2465
2024
Q4 		$22.9K Buy
+434
New +$23K ﹤0.01% 2720

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 $1.05B AUM 19.14% 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 $321M AUM 17.94% 1-Year Est. Return

Steward Partners Investment Advisory's CLOI Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its VanEck CLO ETF (CLOI) stake by 29% in Q1 2026, buying an estimated $474K and bringing the position to 39,941 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #832.

Steward Partners Investment Advisory first reported a position in CLOI in Q4 2024 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • Steward Partners Investment Advisory held 39,941 shares of VanEck CLO ETF worth $2.1M as of Q1 2026.
  • Steward Partners Investment Advisory bought 8,984 VanEck CLO ETF shares in Q1 2026, an estimated $474K.
  • VanEck CLO ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #832 holding.
  • Steward Partners Investment Advisory first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.