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Summit Wealth Partners’s VanEck CLO ETF CLOI Stock Holding History

Summit Wealth 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 		– Sell
-4,985
Closed -$263K – 283
2026
Q1 		$263K Sell
4,985
-3,413
-41% -$180K 0.04% 232
2025
Q4 		$443K Hold
8,398
– – 0.08% 134
2025
Q3 		$446K Hold
8,398
– – 0.08% 141
2025
Q2 		$445K Sell
8,398
-735
-8% -$38.7K 0.08% 138
2025
Q1 		$483K Buy
+9,133
New +$484K 0.1% 126

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
IP
Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return

Summit Wealth Partners's CLOI Position: Q2 2026 in Review

Summit Wealth Partners sold out of VanEck CLO ETF (CLOI) in Q2 2026, closing a stake of 4,985 shares — an estimated $263K sold.

Summit Wealth Partners first reported a position in CLOI in Q1 2025 and held it in 5 quarters. The position peaked at $483K in Q1 2025. 97 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • Summit Wealth Partners reported no remaining VanEck CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Partners sold 4,985 VanEck CLO ETF shares in Q2 2026, an estimated $263K.
  • Summit Wealth Partners first reported a position in VanEck CLO ETF in Q1 2025 and held it in 5 quarters.
  • Summit Wealth Partners's VanEck CLO ETF position peaked at $483K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.