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Lowe Wealth Advisors’s VanEck CLO ETF CLOI Stock Holding History

Lowe Wealth Advisors’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 		$557K Buy
10,486
+75
+0.7% +$3.97K 0.2% 36
2025
Q2 		$551K Buy
10,411
+442
+4% +$23.3K 0.22% 36
2025
Q1 		$527K Buy
9,969
+5,137
+106% +$272K 0.22% 36
2024
Q4 		$255K Buy
4,832
+4,701
+3,589% +$249K 0.11% 44
2024
Q3 		$6.95K Hold
131
– – ﹤0.01% 242
2024
Q2 		$6.93K Hold
131
– – ﹤0.01% 239
2024
Q1 		$6.92K Buy
+131
New +$6.88K ﹤0.01% 231

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

Lowe Wealth Advisors's CLOI Position: Q3 2025 in Review

Lowe Wealth Advisors increased its VanEck CLO ETF (CLOI) stake by 0.72% in Q3 2025, buying an estimated $3.97K and bringing the position to 10,486 shares worth $557K. The position accounts for 0.2% of the portfolio, ranked #36.

Lowe Wealth Advisors first reported a position in CLOI in Q1 2024 and has held it in 7 quarters since. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Lowe Wealth Advisors held 10,486 shares of VanEck CLO ETF worth $557K as of Q3 2025.
  • Lowe Wealth Advisors bought 75 VanEck CLO ETF shares in Q3 2025, an estimated $3.97K.
  • VanEck CLO ETF made up 0.2% of Lowe Wealth Advisors's portfolio in Q3 2025, its #36 holding.
  • Lowe Wealth Advisors first reported a position in VanEck CLO ETF in Q1 2024 and has held it in 7 quarters since.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.