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CLOI icon

Guerra Advisors’s VanEck CLO ETF CLOI Stock Holding History

Guerra Advisors’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 		$1.7K Buy
+32
New +$1.69K ﹤0.01% 565

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 $1.16B AUM 36.18% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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

Guerra Advisors's CLOI Position: Q3 2025 in Review

Guerra Advisors opened a new position in VanEck CLO ETF (CLOI) in Q3 2025: 32 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #565 among its holdings.

159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Guerra Advisors held 32 shares of VanEck CLO ETF worth $1.7K as of Q3 2025.
  • VanEck CLO ETF was a new Guerra Advisors position in Q3 2025.
  • VanEck CLO ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #565 holding.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.