Arete Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
27,337
-1,278
| -4% | -$67.7K | 0.1% | 197 |
|
|
2025
Q1 | $1.51M | Buy |
28,615
+665
| +2% | +$35.1K | 0.12% | 181 |
|
|
2024
Q4 | $1.47M | Buy |
27,950
+8,788
| +46% | +$463K | 0.11% | 194 |
|
|
2024
Q3 | $1.02M | Buy |
19,162
+5,880
| +44% | +$312K | 0.09% | 225 |
|
|
2024
Q2 | $703K | Buy |
+13,282
| New | +$703K | 0.06% | 314 |
|