Paladin Wealth’s VanEck CLO ETF CLOI Stock Holding History

Paladin Wealth’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
2024 Q4	–	Sell	-295	Closed	-$15.6K	–	121
2024 Q3	$15.6K	Buy	+295	New	+$15.6K	0.01%	162

Other funds holding CLOI

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Paladin Wealth's CLOI Position: Q4 2024 in Review

Paladin Wealth sold out of VanEck CLO ETF (CLOI) in Q4 2024, closing a stake of 295 shares — an estimated $15.6K sold.

Paladin Wealth first reported a position in CLOI in Q3 2024 and held it in 1 quarter. The position peaked at $15.6K in Q3 2024. 136 funds tracked by Wall St. Rank hold CLOI as of Q4 2024.

Paladin Wealth reported no remaining VanEck CLO ETF position as of Q4 2024 after selling out during the quarter.
Paladin Wealth sold 295 VanEck CLO ETF shares in Q4 2024, an estimated $15.6K.
Paladin Wealth first reported a position in VanEck CLO ETF in Q3 2024 and held it in 1 quarter.
Paladin Wealth's VanEck CLO ETF position peaked at $15.6K in Q3 2024.
136 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2024.

Based on Paladin Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.