K.J. Harrison & Partners’s VanEck CLO ETF CLOI Stock Holding History

K.J. Harrison & Partners’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 Q2	–	Sell	-6,471	Closed	-$342K	–	187
2025 Q1	$342K	Buy	+6,471	New	+$343K	0.07%	149

Other funds holding CLOI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

K.J. Harrison & Partners's CLOI Position: Q2 2025 in Review

K.J. Harrison & Partners sold out of VanEck CLO ETF (CLOI) in Q2 2025, closing a stake of 6,471 shares — an estimated $342K sold.

K.J. Harrison & Partners first reported a position in CLOI in Q1 2025 and held it in 1 quarter. The position peaked at $342K in Q1 2025. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

K.J. Harrison & Partners reported no remaining VanEck CLO ETF position as of Q2 2025 after selling out during the quarter.
K.J. Harrison & Partners sold 6,471 VanEck CLO ETF shares in Q2 2025, an estimated $342K.
K.J. Harrison & Partners first reported a position in VanEck CLO ETF in Q1 2025 and held it in 1 quarter.
K.J. Harrison & Partners's VanEck CLO ETF position peaked at $342K in Q1 2025.
152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on K.J. Harrison & Partners's 13F filing for Q2 2025, filed 5 Aug 2025.