SWP
CLOI icon

Summit Wealth Partners’s VanEck CLO ETF CLOI Stock Holding History

Summit Wealth Partners’s Portfolio CLOI Stock Details CLOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$445K Sell
8,398
-735
-8% -$38.9K 0.08% 138
2025
Q1 		$483K Buy
+9,133
New +$483K 0.1% 126