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Ocean Park Asset Management’s VanEck CLO ETF CLOI Stock Holding History

Ocean Park Asset Management’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
Q4 		– Sell
-265,100
Closed -$14.1M – 86
2025
Q3 		$14.1M Buy
+265,100
New +$14M 0.58% 36
2024
Q3 		– Sell
-25,200
Closed -$1.33M – 83
2024
Q2 		$1.33M Hold
25,200
– – 0.06% 59
2024
Q1 		$1.33M Hold
25,200
– – 0.06% 53
2023
Q4 		$1.31M Hold
25,200
– – 0.06% 56
2023
Q3 		$1.31M Buy
+25,200
New +$1.31M 0.06% 47

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 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
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Ocean Park Asset Management's CLOI Position: Q4 2025 in Review

Ocean Park Asset Management sold out of VanEck CLO ETF (CLOI) in Q4 2025, closing a stake of 265,100 shares — an estimated $14.1M sold.

Ocean Park Asset Management first reported a position in CLOI in Q3 2023 and held it in 5 quarters. The position peaked at $14.1M in Q3 2025. 177 funds tracked by Wall St. Rank hold CLOI as of Q4 2025.

  • Ocean Park Asset Management reported no remaining VanEck CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Ocean Park Asset Management sold 265,100 VanEck CLO ETF shares in Q4 2025, an estimated $14.1M.
  • Ocean Park Asset Management first reported a position in VanEck CLO ETF in Q3 2023 and held it in 5 quarters.
  • Ocean Park Asset Management's VanEck CLO ETF position peaked at $14.1M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2025.

Based on Ocean Park Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.