Optivise Advisory Services’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
$620K Buy
11,702
+1,120
+11% +$59.3K 0.32% 81
2025
Q1
$559K Buy
+10,582
New +$559K 0.31% 76