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Coppell Advisory Solutions’s VanEck CLO ETF CLOI Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-150
Closed -$7.91K – 591
2024
Q4 		$7.91K Buy
+150
New +$7.94K ﹤0.01% 1190
2023
Q4 		$678 Buy
+13
New +$677 ﹤0.01% 1482

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
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
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Coppell Advisory Solutions's CLOI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of VanEck CLO ETF (CLOI) in Q1 2025, closing a stake of 150 shares — an estimated $7.91K sold.

Coppell Advisory Solutions first reported a position in CLOI in Q4 2023 and held it in 2 quarters. The position peaked at $7.91K in Q4 2024. 157 funds tracked by Wall St. Rank hold CLOI as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining VanEck CLO ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 150 VanEck CLO ETF shares in Q1 2025, an estimated $7.91K.
  • Coppell Advisory Solutions first reported a position in VanEck CLO ETF in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's VanEck CLO ETF position peaked at $7.91K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.