World Equity Group
CLOI icon

World Equity Group’s VanEck CLO ETF CLOI Stock Holding History

World Equity Group’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 		– Sell
-8,680
Closed -$460K – 280
2026
Q2 		$460K Buy
+8,680
New +$458K 0.1% 231

Other funds holding CLOI

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Management Network
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
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
WealthPLAN Partners
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return

World Equity Group's CLOI Position: Q3 2026 in Review

World Equity Group sold out of VanEck CLO ETF (CLOI) in Q3 2026, closing a stake of 8,680 shares — an estimated $460K sold.

World Equity Group first reported a position in CLOI in Q2 2026 and held it in 1 quarter. The position peaked at $460K in Q2 2026. 49 funds tracked by Wall St. Rank hold CLOI as of Q3 2026.

  • World Equity Group reported no remaining VanEck CLO ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 8,680 VanEck CLO ETF shares in Q3 2026, an estimated $460K.
  • World Equity Group first reported a position in VanEck CLO ETF in Q2 2026 and held it in 1 quarter.
  • World Equity Group's VanEck CLO ETF position peaked at $460K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.