Lokken Investment Group’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
$7.54M Buy
142,469
+3,888
+3% +$206K 2.91% 8
2025
Q1
$7.32M Buy
138,581
+10,589
+8% +$560K 3.09% 8
2024
Q4
$6.75M Buy
127,992
+84,476
+194% +$4.46M 2.92% 6
2024
Q3
$2.31M Buy
+43,516
New +$2.31M 0.96% 24