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PSI Advisors’s VanEck CLO ETF CLOI Stock Holding History

PSI 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
Q1 		– Sell
-802
Closed -$42.3K – 776
2024
Q4 		$42.3K Buy
802
+18
+2% +$953 0.01% 299
2024
Q3 		$41.6K Buy
+784
New +$41.4K 0.01% 298

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PSI Advisors's CLOI Position: Q1 2025 in Review

PSI Advisors sold out of VanEck CLO ETF (CLOI) in Q1 2025, closing a stake of 802 shares — an estimated $42.3K sold.

PSI Advisors first reported a position in CLOI in Q3 2024 and held it in 2 quarters. The position peaked at $42.3K in Q4 2024. 157 funds tracked by Wall St. Rank hold CLOI as of Q1 2025.

  • PSI Advisors reported no remaining VanEck CLO ETF position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 802 VanEck CLO ETF shares in Q1 2025, an estimated $42.3K.
  • PSI Advisors first reported a position in VanEck CLO ETF in Q3 2024 and held it in 2 quarters.
  • PSI Advisors's VanEck CLO ETF position peaked at $42.3K in Q4 2024.
  • 157 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.