MPWT
CLOI icon

MassMutual Private Wealth & Trust’s VanEck CLO ETF CLOI Stock Holding History

MassMutual Private Wealth & Trust’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
-237
Closed -$12.5K – 2376
2025
Q1 		$12.5K Hold
237
– – ﹤0.01% 1216
2024
Q4 		$12.5K Buy
+237
New +$12.6K ﹤0.01% 1169

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 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 $1.05B AUM 19.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
WIM
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MassMutual Private Wealth & Trust's CLOI Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of VanEck CLO ETF (CLOI) in Q2 2025, closing a stake of 237 shares — an estimated $12.5K sold.

MassMutual Private Wealth & Trust first reported a position in CLOI in Q4 2024 and held it in 2 quarters. The position peaked at $12.5K in Q1 2025. 152 funds tracked by Wall St. Rank hold CLOI as of Q2 2025.

  • MassMutual Private Wealth & Trust reported no remaining VanEck CLO ETF position as of Q2 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 237 VanEck CLO ETF shares in Q2 2025, an estimated $12.5K.
  • MassMutual Private Wealth & Trust first reported a position in VanEck CLO ETF in Q4 2024 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's VanEck CLO ETF position peaked at $12.5K in Q1 2025.
  • 152 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.