Envestnet Portfolio Solutions
CLOI icon

Envestnet Portfolio Solutions’s VanEck CLO ETF CLOI Stock Holding History

Envestnet Portfolio 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
Q2 		– Sell
-36,101
Closed -$1.91M – 1539
2025
Q1 		$1.91M Buy
36,101
+19,590
+119% +$1.04M 0.01% 600
2024
Q4 		$871K Sell
16,511
-32,287
-66% -$1.71M ﹤0.01% 995
2024
Q3 		$2.59M Buy
48,798
+22,220
+84% +$1.17M 0.01% 581
2024
Q2 		$1.41M Buy
+26,578
New +$1.4M ﹤0.01% 746

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
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Envestnet Portfolio Solutions's CLOI Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of VanEck CLO ETF (CLOI) in Q2 2025, closing a stake of 36,101 shares — an estimated $1.91M sold.

Envestnet Portfolio Solutions first reported a position in CLOI in Q2 2024 and held it in 4 quarters. The position peaked at $2.59M in Q3 2024. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining VanEck CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 36,101 VanEck CLO ETF shares in Q2 2025, an estimated $1.91M.
  • Envestnet Portfolio Solutions first reported a position in VanEck CLO ETF in Q2 2024 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's VanEck CLO ETF position peaked at $2.59M in Q3 2024.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.