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