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Benedetti & Gucer’s VanEck CLO ETF CLOI Stock Holding History

Benedetti & Gucer’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
Q1 		$761K Sell
14,402
-2,134
-13% -$112K 0.38% 50
2023
Q4 		$862K Buy
16,536
+17
+0.1% +$886 0.45% 45
2023
Q3 		$862K Buy
+16,519
New +$857K 0.47% 41

Other funds holding CLOI

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Benedetti & Gucer's CLOI Position: Q1 2024 in Review

Benedetti & Gucer reduced its VanEck CLO ETF (CLOI) stake by 13% in Q1 2024, selling an estimated $112K and leaving 14,402 shares worth $761K. The position accounts for 0.38% of the portfolio, ranked #50.

Benedetti & Gucer first reported a position in CLOI in Q3 2023 and has held it in 3 quarters since. The position peaked at $862K in Q4 2023. 56 funds tracked by Wall St. Rank hold CLOI as of Q1 2024.

  • Benedetti & Gucer held 14,402 shares of VanEck CLO ETF worth $761K as of Q1 2024.
  • Benedetti & Gucer sold 2,134 VanEck CLO ETF shares in Q1 2024, an estimated $112K.
  • VanEck CLO ETF made up 0.38% of Benedetti & Gucer's portfolio in Q1 2024, its #50 holding.
  • Benedetti & Gucer first reported a position in VanEck CLO ETF in Q3 2023 and has held it in 3 quarters since.
  • Benedetti & Gucer's VanEck CLO ETF position peaked at $862K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.