Steward Partners Investment Advisory’s VanEck CLO ETF CLOI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Buy
9,949
+9,143
+1,134% +$484K ﹤0.01% 1272
2025
Q1
$42.6K Buy
806
+372
+86% +$19.7K ﹤0.01% 2465
2024
Q4
$22.9K Buy
+434
New +$22.9K ﹤0.01% 2720