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Goldstone Financial Group’s VanEck CLO ETF CLOI Stock Holding History

Goldstone Financial Group’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
-4,061
Closed -$215K – 218
2025
Q2 		$215K Buy
+4,061
New +$214K 0.03% 197

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

Goldstone Financial Group's CLOI Position: Q3 2025 in Review

Goldstone Financial Group sold out of VanEck CLO ETF (CLOI) in Q3 2025, closing a stake of 4,061 shares — an estimated $215K sold.

Goldstone Financial Group first reported a position in CLOI in Q2 2025 and held it in 1 quarter. The position peaked at $215K in Q2 2025. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Goldstone Financial Group reported no remaining VanEck CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 4,061 VanEck CLO ETF shares in Q3 2025, an estimated $215K.
  • Goldstone Financial Group first reported a position in VanEck CLO ETF in Q2 2025 and held it in 1 quarter.
  • Goldstone Financial Group's VanEck CLO ETF position peaked at $215K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Goldstone Financial Group's 13F filing for Q3 2025, filed 17 Oct 2025.