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Avantax Advisory Services’s VanEck CLO ETF CLOI Stock Holding History

Avantax Advisory Services’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
-7,407
Closed -$391K – 2372
2025
Q1 		$391K Buy
7,407
+2,943
+66% +$156K ﹤0.01% 1673
2024
Q4 		$236K Buy
+4,464
New +$236K ﹤0.01% 1952

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Avantax Advisory Services's CLOI Position: Q2 2025 in Review

Avantax Advisory Services sold out of VanEck CLO ETF (CLOI) in Q2 2025, closing a stake of 7,407 shares — an estimated $391K sold.

Avantax Advisory Services first reported a position in CLOI in Q4 2024 and held it in 2 quarters. The position peaked at $391K in Q1 2025. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • Avantax Advisory Services reported no remaining VanEck CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 7,407 VanEck CLO ETF shares in Q2 2025, an estimated $391K.
  • Avantax Advisory Services first reported a position in VanEck CLO ETF in Q4 2024 and held it in 2 quarters.
  • Avantax Advisory Services's VanEck CLO ETF position peaked at $391K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.