IFG
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Independent Financial Group’s VanEck CLO ETF CLOI Stock Holding History

Independent 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
-4,375
Closed -$232K – 1369
2025
Q2 		$232K Buy
+4,375
New +$230K 0.01% 1153

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

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

Independent Financial Group sold out of VanEck CLO ETF (CLOI) in Q3 2025, closing a stake of 4,375 shares — an estimated $232K sold.

Independent Financial Group first reported a position in CLOI in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Independent Financial Group reported no remaining VanEck CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 4,375 VanEck CLO ETF shares in Q3 2025, an estimated $232K.
  • Independent Financial Group first reported a position in VanEck CLO ETF in Q2 2025 and held it in 1 quarter.
  • Independent Financial Group's VanEck CLO ETF position peaked at $232K in Q2 2025.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.