Focus Partners Wealth
CLOI icon

Focus Partners Wealth’s VanEck CLO ETF CLOI Stock Holding History

Focus Partners Wealth’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
Q4 		– Sell
-181,877
Closed -$28M – 1916
2024
Q3 		$28M Buy
+181,877
New +$9.61M 0.09% 225

Other funds holding CLOI

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Focus Partners Wealth's CLOI Position: Q4 2024 in Review

Focus Partners Wealth sold out of VanEck CLO ETF (CLOI) in Q4 2024, closing a stake of 181,877 shares — an estimated $28M sold.

Focus Partners Wealth first reported a position in CLOI in Q3 2024 and held it in 1 quarter. The position peaked at $28M in Q3 2024. 136 funds tracked by Wall St. Rank hold CLOI as of Q4 2024.

  • Focus Partners Wealth reported no remaining VanEck CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 181,877 VanEck CLO ETF shares in Q4 2024, an estimated $28M.
  • Focus Partners Wealth first reported a position in VanEck CLO ETF in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's VanEck CLO ETF position peaked at $28M in Q3 2024.
  • 136 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.