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Freedom Investment Management’s VanEck CLO ETF CLOI Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-4,770
Closed -$253K – 262
2025
Q2 		$253K Sell
4,770
-11,760
-71% -$619K 0.02% 644
2025
Q1 		$873K Sell
16,530
-44
-0.3% -$2.33K 0.07% 274
2024
Q4 		$875K Sell
16,574
-3,894
-19% -$206K 0.07% 274
2024
Q3 		$1.09M Buy
20,468
+815
+4% +$43.1K 0.09% 219
2024
Q2 		$1.04M Buy
+19,653
New +$1.04M 0.09% 225

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Freedom Investment Management's CLOI Position: Q3 2025 in Review

Freedom Investment Management sold out of VanEck CLO ETF (CLOI) in Q3 2025, closing a stake of 4,770 shares — an estimated $253K sold.

Freedom Investment Management first reported a position in CLOI in Q2 2024 and held it in 5 quarters. The position peaked at $1.09M in Q3 2024. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Freedom Investment Management reported no remaining VanEck CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 4,770 VanEck CLO ETF shares in Q3 2025, an estimated $253K.
  • Freedom Investment Management first reported a position in VanEck CLO ETF in Q2 2024 and held it in 5 quarters.
  • Freedom Investment Management's VanEck CLO ETF position peaked at $1.09M in Q3 2024.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.