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Sigma Planning Corp’s VanEck CLO ETF CLOI Stock Holding History

Sigma Planning Corp’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 		– Sell
-4,398
Closed -$233K – 1310
2025
Q2 		$233K Sell
4,398
-324
-7% -$17.1K 0.01% 1106
2025
Q1 		$250K Buy
+4,722
New +$250K 0.01% 1034

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

Sigma Planning Corp's CLOI Position: Q3 2025 in Review

Sigma Planning Corp sold out of VanEck CLO ETF (CLOI) in Q3 2025, closing a stake of 4,398 shares — an estimated $233K sold.

Sigma Planning Corp first reported a position in CLOI in Q1 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2025. 159 funds tracked by Wall St. Rank hold CLOI as of Q3 2025.

  • Sigma Planning Corp reported no remaining VanEck CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,398 VanEck CLO ETF shares in Q3 2025, an estimated $233K.
  • Sigma Planning Corp first reported a position in VanEck CLO ETF in Q1 2025 and held it in 2 quarters.
  • Sigma Planning Corp's VanEck CLO ETF position peaked at $250K in Q1 2025.
  • 159 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.