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CLOI icon

Tactive Advisors’s VanEck CLO ETF CLOI Stock Holding History

Tactive Advisors’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 		$240K Buy
+4,538
New +$240K 0.06% 237

Other funds holding CLOI

Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return
BAWC
Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Tactive Advisors's CLOI Position: Q3 2026 in Review

Tactive Advisors opened a new position in VanEck CLO ETF (CLOI) in Q3 2026: 4,538 shares worth $240K. The stake represents 0.06% of the portfolio and ranks #237 among its holdings.

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

  • Tactive Advisors held 4,538 shares of VanEck CLO ETF worth $240K as of Q3 2026.
  • VanEck CLO ETF was a new Tactive Advisors position in Q3 2026.
  • VanEck CLO ETF made up 0.06% of Tactive Advisors's portfolio in Q3 2026, its #237 holding.
  • 31 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.