IAS
CLOI icon

Insigneo Advisory Services’s VanEck CLO ETF CLOI Stock Holding History

Insigneo Advisory Services’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
2024
Q4 		– Sell
-4,211
Closed -$223K – 640
2024
Q3 		$223K Hold
4,211
– – 0.02% 527
2024
Q2 		$222K Buy
+4,211
New +$222K 0.03% 482

Other funds holding CLOI

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Insigneo Advisory Services's CLOI Position: Q4 2024 in Review

Insigneo Advisory Services sold out of VanEck CLO ETF (CLOI) in Q4 2024, closing a stake of 4,211 shares — an estimated $223K sold.

Insigneo Advisory Services first reported a position in CLOI in Q2 2024 and held it in 2 quarters. The position peaked at $223K in Q3 2024. 136 funds tracked by Wall St. Rank hold CLOI as of Q4 2024.

  • Insigneo Advisory Services reported no remaining VanEck CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Insigneo Advisory Services sold 4,211 VanEck CLO ETF shares in Q4 2024, an estimated $223K.
  • Insigneo Advisory Services first reported a position in VanEck CLO ETF in Q2 2024 and held it in 2 quarters.
  • Insigneo Advisory Services's VanEck CLO ETF position peaked at $223K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2024.

Based on Insigneo Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.