J. M. Brown & Associates Inc.’s VanEck CLO ETF CLOI Stock Holding History

J. M. Brown & Associates Inc.’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	$511K	Buy	+9,646	New	+$509K	0.29%	106

Other funds holding CLOI

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

Integras Partners Alpharetta, Georgia $181M AUM 25.99% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

J. M. Brown & Associates Inc.'s CLOI Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in VanEck CLO ETF (CLOI) in Q2 2026: 9,646 shares worth $511K. The stake represents 0.29% of the portfolio and ranks #106 among its holdings.

53 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

J. M. Brown & Associates Inc. held 9,646 shares of VanEck CLO ETF worth $511K as of Q2 2026.
VanEck CLO ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
VanEck CLO ETF made up 0.29% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #106 holding.
53 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.