Stonebridge Financial Planning Group’s VanEck CLO ETF CLOI Stock Holding History

Stonebridge Financial Planning Group’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	$1.32M	Buy
2025 Q2	$986K	Buy
2025 Q1	$568K	Buy
2024 Q4	$418K	Buy
2024 Q3	$404K	Buy
2024 Q2	$340K	Buy
2024 Q1	$233K	Buy