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icono de CLOI

VanEck CLO ETF
CLOI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Creekside Partners
151
Creekside Partners
California
USD 268 k – – –
RMR Wealth Builders
152
RMR Wealth Builders
New Jersey
USD 267 k -USD 217 k -4,108 -45%
Legacy Capital Wealth Partners
153
Legacy Capital Wealth Partners
Arkansas
USD 264 k +USD 263 k +4,977 Nuevas
Emissary Wealth LLC
154
Emissary Wealth LLC
New Jersey
USD 255 k -USD 48.8 k -925 -16%
Discipline Wealth Solutions
155
Discipline Wealth Solutions
South Carolina
USD 248 k +USD 247 k +4,682 Nuevas
Lionsbridge Wealth Management
156
Lionsbridge Wealth Management
Florida
USD 247 k -USD 8.39 k -159 -3%
Ashton Thomas Private Wealth
157
Ashton Thomas Private Wealth
Arizona
USD 238 k +USD 238 k +4,504 Nuevas
Clear Investment Research
158
Clear Investment Research
Georgia
USD 230 k +USD 4.17 k +79 +2%
Encompass More Asset Management
159
Encompass More Asset Management
California
USD 229 k +USD 228 k +4,316 Nuevas
Harbour Investments
160
Harbour Investments
Wisconsin
USD 224 k +USD 55 k +1,043 +33%
Elequin Capital
161
Elequin Capital
New York
USD 216 k +USD 216 k +4,084 Nuevas
MAM
162
Milestone Asset Management
Pennsylvania
USD 213 k -USD 486 k -9,209 -70%
CWM
163
Cornerstone Wealth Management
Missouri
USD 206 k +USD 205 k +3,891 Nuevas
Copper Harbor Investment Advisors
164
Copper Harbor Investment Advisors
Wisconsin
USD 200 k +USD 200 k +3,784 Nuevas
Bartlett & Co Wealth Management
165
Bartlett & Co Wealth Management
Ohio
USD 200 k – – –
Ameritas Advisory Services
166
Ameritas Advisory Services
Nebraska
USD 197 k +USD 196 k +3,721 Nuevas
FAS Wealth Partners
167
FAS Wealth Partners
Kansas
USD 180 k +USD 52.9 k +1,002 +42%
Private Trust Company
168
Private Trust Company
Ohio
USD 172 k +USD 106 k +2,000 +160%
AE Wealth Management
169
AE Wealth Management
Kansas
USD 163 k -USD 200 k -3,782 -55%
Allworth Financial
170
Allworth Financial
California
USD 147 k +USD 1.85 k +35 +1%
AssetMark Inc
171
AssetMark Inc
California
USD 100 k +USD 4.28 k +81 +4%
Copia Wealth Management
172
Copia Wealth Management
Oregon
USD 90.5 k +USD 90.3 k +1,710 Nuevas
Tucker Asset Management
173
Tucker Asset Management
Colorado
USD 79.7 k +USD 74.9 k +1,420 +1,651%
Capital Investment Advisory Services
174
Capital Investment Advisory Services
North Carolina
USD 68.3 k – – –
JP Morgan Chase
175
JP Morgan Chase
New York
USD 52.6 k +USD 13.8 k +261 +36%
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