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Financial Gravity Companies’s VanEck CLO ETF CLOI Stock Holding History

Financial Gravity Companies’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 		$741 Buy
+14
New +$737 ﹤0.01% 829
2024
Q4 		$739 Hold
14
– – ﹤0.01% 836
2024
Q3 		$743 Buy
+14
New +$740 ﹤0.01% 563

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

Financial Gravity Companies's CLOI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in VanEck CLO ETF (CLOI) in Q2 2025: 14 shares worth $741. The stake represents ﹤0.01% of the portfolio and ranks #829 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CLOI as recently as Q4 2024.

Financial Gravity Companies first reported a position in CLOI in Q3 2024 and has held it in 3 quarters since. The position peaked at $743 in Q3 2024. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • Financial Gravity Companies held 14 shares of VanEck CLO ETF worth $741 as of Q2 2025.
  • VanEck CLO ETF was a new Financial Gravity Companies position in Q2 2025.
  • VanEck CLO ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #829 holding.
  • Financial Gravity Companies first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's VanEck CLO ETF position peaked at $743 in Q3 2024.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.