James T. Borello RIA
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James T. Borello RIA’s VanEck CLO ETF CLOI Stock Holding History

James T. Borello RIA’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
-273
Closed -$14.4K – 1228
2026
Q1 		$14.4K Buy
+273
New +$14.4K ﹤0.01% 457

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Independence Asset Advisors
Independence Asset Advisors Wynnewood,, Pennsylvania $425M AUM 7.11% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Deseret Mutual Benefit Administrators
Deseret Mutual Benefit Administrators Salt Lake City, Utah $306M AUM 35.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

James T. Borello RIA's CLOI Position: Q2 2026 in Review

James T. Borello RIA sold out of VanEck CLO ETF (CLOI) in Q2 2026, closing a stake of 273 shares — an estimated $14.4K sold.

James T. Borello RIA first reported a position in CLOI in Q1 2026 and held it in 1 quarter. The position peaked at $14.4K in Q1 2026. 197 funds tracked by Wall St. Rank hold CLOI as of Q2 2026.

  • James T. Borello RIA reported no remaining VanEck CLO ETF position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 273 VanEck CLO ETF shares in Q2 2026, an estimated $14.4K.
  • James T. Borello RIA first reported a position in VanEck CLO ETF in Q1 2026 and held it in 1 quarter.
  • James T. Borello RIA's VanEck CLO ETF position peaked at $14.4K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.