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Principal Securities’s VanEck CLO ETF CLOI Stock Holding History

Principal Securities’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
-47
Closed -$2.5K – 1726
2025
Q3 		$2.5K Sell
47
-48
-51% -$2.54K ﹤0.01% 3180
2025
Q2 		$5.03K Sell
95
-267
-74% -$14.1K ﹤0.01% 2867
2025
Q1 		$19.1K Hold
362
– – ﹤0.01% 2217
2024
Q4 		$19.1K Sell
362
-67,220
-99% -$3.56M ﹤0.01% 2215
2024
Q3 		$3.58M Buy
+67,582
New +$3.57M 0.09% 224

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 $2.3B AUM 25.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 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 $104B AUM 28.3% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return

Principal Securities's CLOI Position: Q4 2025 in Review

Principal Securities sold out of VanEck CLO ETF (CLOI) in Q4 2025, closing a stake of 47 shares — an estimated $2.5K sold.

Principal Securities first reported a position in CLOI in Q3 2024 and held it in 5 quarters. The position peaked at $3.58M in Q3 2024. 177 funds tracked by Wall St. Rank hold CLOI as of Q4 2025.

  • Principal Securities reported no remaining VanEck CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 47 VanEck CLO ETF shares in Q4 2025, an estimated $2.5K.
  • Principal Securities first reported a position in VanEck CLO ETF in Q3 2024 and held it in 5 quarters.
  • Principal Securities's VanEck CLO ETF position peaked at $3.58M in Q3 2024.
  • 177 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.