IFP Advisors’s VanEck CLO ETF CLOI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $555K | Buy |
10,487
+928
| +10% | +$49.1K | 0.02% | 790 |
|
2025
Q1 | $505K | Buy |
9,559
+1,570
| +20% | +$83K | 0.02% | 766 |
|
2024
Q4 | $422K | Buy |
7,989
+948
| +13% | +$50K | 0.01% | 802 |
|
2024
Q3 | $373K | Buy |
7,041
+2,001
| +40% | +$106K | 0.01% | 807 |
|
2024
Q2 | $267K | Buy |
+5,040
| New | +$267K | 0.01% | 892 |
|