UB
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UMB Bank’s VanEck CLO ETF CLOI Stock Holding History

UMB Bank’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 		$775K Hold
14,700
– – 0.01% 399
2025
Q4 		$776K Buy
14,700
+4,000
+37% +$212K 0.01% 401
2025
Q3 		$568K Buy
+10,700
New +$567K 0.01% 417

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

UMB Bank's CLOI Position: Q1 2026 in Review

UMB Bank held its VanEck CLO ETF (CLOI) position steady in Q1 2026 at 14,700 shares worth $775K. The position accounts for 0.01% of the portfolio, ranked #399.

UMB Bank first reported a position in CLOI in Q3 2025 and has held it in 3 quarters since. The position peaked at $776K in Q4 2025. 167 funds tracked by Wall St. Rank hold CLOI as of Q1 2026.

  • UMB Bank held 14,700 shares of VanEck CLO ETF worth $775K as of Q1 2026.
  • UMB Bank left its VanEck CLO ETF share count unchanged in Q1 2026.
  • VanEck CLO ETF made up 0.01% of UMB Bank's portfolio in Q1 2026, its #399 holding.
  • UMB Bank first reported a position in VanEck CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • UMB Bank's VanEck CLO ETF position peaked at $776K in Q4 2025.
  • 167 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.