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
2025 Q3	$11M	Sell
2025 Q2	$11.2M	Sell
2025 Q1	$12.6M	Buy
2024 Q4	$11.3M	Buy
2024 Q3	$7.55M	Buy
2024 Q2	$7.36M	Buy
2024 Q1	$6.76M	Sell
2023 Q4	$6.74M	Sell
2023 Q3	$6.84M	Sell
2023 Q2	$6.82M	Buy