BRWA
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B. Riley Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		– Sell
-3,868
Closed -$205K – 1167
2024
Q3 		$205K Buy
+3,868
New +$204K 0.01% 1130

Other funds holding CLOI

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's CLOI Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of VanEck CLO ETF (CLOI) in Q4 2024, closing a stake of 3,868 shares — an estimated $205K sold.

B. Riley Wealth Advisors first reported a position in CLOI in Q3 2024 and held it in 1 quarter. The position peaked at $205K in Q3 2024. 136 funds tracked by Wall St. Rank hold CLOI as of Q4 2024.

  • B. Riley Wealth Advisors reported no remaining VanEck CLO ETF position as of Q4 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,868 VanEck CLO ETF shares in Q4 2024, an estimated $205K.
  • B. Riley Wealth Advisors first reported a position in VanEck CLO ETF in Q3 2024 and held it in 1 quarter.
  • B. Riley Wealth Advisors's VanEck CLO ETF position peaked at $205K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.