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SFG Wealth Management’s VanEck CLO ETF CLOI Stock Holding History

SFG Wealth Management’s Portfolio CLOI Stock Details CLOI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27,503
Closed -$1.45M – 120
2024
Q4 		$1.45M Sell
27,503
-2,742
-9% -$145K 0.76% 22
2024
Q3 		$1.6M Buy
+30,245
New +$1.6M 0.85% 23