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Atria Wealth Solutions’s VanEck CLO ETF CLOI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-11,290
Closed -$597K – 1527
2025
Q1 		$597K Buy
11,290
+444
+4% +$23.5K 0.01% 1114
2024
Q4 		$572K Sell
10,846
-18,405
-63% -$975K 0.01% 1200
2024
Q3 		$1.55M Buy
29,251
+2,555
+10% +$135K 0.02% 733
2024
Q2 		$1.41M Buy
+26,696
New +$1.41M 0.02% 754

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atria Wealth Solutions's CLOI Position: Q2 2025 in Review

Atria Wealth Solutions sold out of VanEck CLO ETF (CLOI) in Q2 2025, closing a stake of 11,290 shares — an estimated $597K sold.

Atria Wealth Solutions first reported a position in CLOI in Q2 2024 and held it in 4 quarters. The position peaked at $1.55M in Q3 2024. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining VanEck CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,290 VanEck CLO ETF shares in Q2 2025, an estimated $597K.
  • Atria Wealth Solutions first reported a position in VanEck CLO ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's VanEck CLO ETF position peaked at $1.55M in Q3 2024.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.