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Parallel Advisors’s VanEck CLO ETF CLOI Stock Holding History

Parallel 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
2023
Q4 		– Sell
-597
Closed -$31.1K – 3352
2023
Q3 		$31.1K Buy
+597
New +$31K ﹤0.01% 1627

Other funds holding CLOI

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CWM
Curi Wealth Management Raleigh, North Carolina $724M AUM 17.43% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Parallel Advisors's CLOI Position: Q4 2023 in Review

Parallel Advisors sold out of VanEck CLO ETF (CLOI) in Q4 2023, closing a stake of 597 shares — an estimated $31.1K sold.

Parallel Advisors first reported a position in CLOI in Q3 2023 and held it in 1 quarter. The position peaked at $31.1K in Q3 2023. 49 funds tracked by Wall St. Rank hold CLOI as of Q4 2023.

  • Parallel Advisors reported no remaining VanEck CLO ETF position as of Q4 2023 after selling out during the quarter.
  • Parallel Advisors sold 597 VanEck CLO ETF shares in Q4 2023, an estimated $31.1K.
  • Parallel Advisors first reported a position in VanEck CLO ETF in Q3 2023 and held it in 1 quarter.
  • Parallel Advisors's VanEck CLO ETF position peaked at $31.1K in Q3 2023.
  • 49 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.