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Pineridge Advisors’s VanEck CLO ETF CLOI Stock Holding History

Pineridge 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
2025
Q3 		$7.33K Buy
138
+4
+3% +$212 ﹤0.01% 229
2025
Q2 		$7.08K Sell
134
-48
-26% -$2.53K ﹤0.01% 256
2025
Q1 		$9.6K Buy
182
+61
+50% +$3.23K ﹤0.01% 230
2024
Q4 		$6.39K Buy
+121
New +$6.41K ﹤0.01% 353

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IAA
Independence Asset Advisors Wynnewood,, Pennsylvania $384M AUM 10.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
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
DMBA
Deseret Mutual Benefit Administrators Salt Lake City, Utah $294M AUM 19.14% 1-Year Est. Return

Pineridge Advisors's CLOI Position: Q3 2025 in Review

Pineridge Advisors increased its VanEck CLO ETF (CLOI) stake by 3% in Q3 2025, buying an estimated $212 and bringing the position to 138 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

Pineridge Advisors first reported a position in CLOI in Q4 2024 and has held it in 4 quarters since. The position peaked at $9.6K in Q1 2025. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Pineridge Advisors held 138 shares of VanEck CLO ETF worth $7.33K as of Q3 2025.
  • Pineridge Advisors bought 4 VanEck CLO ETF shares in Q3 2025, an estimated $212.
  • VanEck CLO ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #229 holding.
  • Pineridge Advisors first reported a position in VanEck CLO ETF in Q4 2024 and has held it in 4 quarters since.
  • Pineridge Advisors's VanEck CLO ETF position peaked at $9.6K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.