GRP
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Global Retirement Partners’s VanEck CLO ETF CLOI Stock Holding History

Global Retirement Partners’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
Q4 		$14.9K Buy
282
+3
+1% +$159 ﹤0.01% 3000
2025
Q3 		$14.8K Buy
279
+3
+1% +$159 ﹤0.01% 2530
2025
Q2 		$14.6K Buy
+276
New +$14.5K ﹤0.01% 2429
2024
Q4 		$14.4K Sell
272
-89
-25% -$4.71K ﹤0.01% 2258
2024
Q3 		$19.2K Buy
361
+96
+36% +$5.08K ﹤0.01% 2020
2024
Q2 		$14.1K Buy
265
+64
+32% +$3.38K ﹤0.01% 2160
2024
Q1 		$10.6K Buy
+201
New +$10.6K ﹤0.01% 2102

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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Global Retirement Partners's CLOI Position: Q4 2025 in Review

Global Retirement Partners increased its VanEck CLO ETF (CLOI) stake by 1.1% in Q4 2025, buying an estimated $159 and bringing the position to 282 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3000.

Global Retirement Partners first reported a position in CLOI in Q1 2024 and has held it in 7 quarters since. The position peaked at $19.2K in Q3 2024. 177 funds tracked by Wall St. Rank hold CLOI as of Q4 2025.

  • Global Retirement Partners held 282 shares of VanEck CLO ETF worth $14.9K as of Q4 2025.
  • Global Retirement Partners bought 3 VanEck CLO ETF shares in Q4 2025, an estimated $159.
  • VanEck CLO ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3000 holding.
  • Global Retirement Partners first reported a position in VanEck CLO ETF in Q1 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's VanEck CLO ETF position peaked at $19.2K in Q3 2024.
  • 177 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.