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GeoWealth Management’s VanEck CLO ETF CLOI Stock Holding History

GeoWealth 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
Q1 		– Sell
-1,163
Closed -$61.4K – 1200
2024
Q4 		$61.4K Buy
+1,163
New +$61.6K ﹤0.01% 1093

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

GeoWealth Management's CLOI Position: Q1 2025 in Review

GeoWealth Management sold out of VanEck CLO ETF (CLOI) in Q1 2025, closing a stake of 1,163 shares — an estimated $61.4K sold.

GeoWealth Management first reported a position in CLOI in Q4 2024 and held it in 1 quarter. The position peaked at $61.4K in Q4 2024. 157 funds tracked by Wall St. Rank hold CLOI as of Q1 2025.

  • GeoWealth Management reported no remaining VanEck CLO ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 1,163 VanEck CLO ETF shares in Q1 2025, an estimated $61.4K.
  • GeoWealth Management first reported a position in VanEck CLO ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's VanEck CLO ETF position peaked at $61.4K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.