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Beaumont Financial Advisors’s VanEck CLO ETF CLOI Stock Holding History

Beaumont Financial 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
2026
Q1 		$11.8M Buy
223,533
+17,587
+9% +$928K 0.81% 36
2025
Q4 		$10.9M Sell
205,946
-1,931
-0.9% -$102K 0.72% 38
2025
Q3 		$11M Sell
207,877
-2,738
-1% -$145K 0.74% 36
2025
Q2 		$11.2M Sell
210,615
-28,015
-12% -$1.48M 0.81% 34
2025
Q1 		$12.6M Buy
238,630
+23,995
+11% +$1.27M 0.99% 31
2024
Q4 		$11.3M Buy
214,635
+72,356
+51% +$3.83M 0.85% 33
2024
Q3 		$7.55M Buy
142,279
+3,201
+2% +$169K 0.59% 41
2024
Q2 		$7.36M Buy
139,078
+11,159
+9% +$589K 0.59% 42
2024
Q1 		$6.76M Sell
127,919
-1,470
-1% -$77.2K 0.56% 41
2023
Q4 		$6.74M Sell
129,389
-1,763
-1% -$91.9K 0.62% 43
2023
Q3 		$6.84M Sell
131,152
-769
-0.6% -$39.9K 0.68% 39
2023
Q2 		$6.82M Buy
+131,921
New +$6.78M 0.63% 44

Other funds holding CLOI

IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return