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Lokken Investment Group’s VanEck CLO ETF CLOI Stock Holding History

Lokken Investment 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 		$7.74M Buy
145,751
+3,282
+2% +$174K 2.66% 10
2025
Q2 		$7.54M Buy
142,469
+3,888
+3% +$205K 2.91% 8
2025
Q1 		$7.32M Buy
138,581
+10,589
+8% +$561K 3.09% 8
2024
Q4 		$6.75M Buy
127,992
+84,476
+194% +$4.47M 2.92% 6
2024
Q3 		$2.31M Buy
+43,516
New +$2.3M 0.96% 24

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 $1.16B AUM 36.18% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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

Lokken Investment Group's CLOI Position: Q3 2025 in Review

Lokken Investment Group increased its VanEck CLO ETF (CLOI) stake by 2.3% in Q3 2025, buying an estimated $174K and bringing the position to 145,751 shares worth $7.74M. The position accounts for 2.66% of the portfolio, ranked #10.

Lokken Investment Group first reported a position in CLOI in Q3 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Lokken Investment Group held 145,751 shares of VanEck CLO ETF worth $7.74M as of Q3 2025.
  • Lokken Investment Group bought 3,282 VanEck CLO ETF shares in Q3 2025, an estimated $174K.
  • VanEck CLO ETF made up 2.66% of Lokken Investment Group's portfolio in Q3 2025, its #10 holding.
  • Lokken Investment Group first reported a position in VanEck CLO ETF in Q3 2024 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.