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TAP Consulting’s VanEck CLO ETF CLOI Stock Holding History

TAP Consulting’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
2024
Q4 		$2.24M Buy
42,496
+19,612
+86% +$1.04M 0.46% 64
2024
Q3 		$1.21M Buy
22,884
+4,552
+25% +$241K 0.24% 98
2024
Q2 		$970K Buy
18,332
+4,063
+28% +$214K 0.2% 110
2024
Q1 		$754K Buy
14,269
+1,391
+11% +$73K 0.17% 111
2023
Q4 		$671K Buy
+12,878
New +$671K 0.16% 97

Other funds holding CLOI

RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TAP Consulting's CLOI Position: Q4 2024 in Review

TAP Consulting increased its VanEck CLO ETF (CLOI) stake by 86% in Q4 2024, buying an estimated $1.04M and bringing the position to 42,496 shares worth $2.24M. The position accounts for 0.46% of the portfolio, ranked #64.

TAP Consulting first reported a position in CLOI in Q4 2023 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold CLOI as of Q4 2024.

  • TAP Consulting held 42,496 shares of VanEck CLO ETF worth $2.24M as of Q4 2024.
  • TAP Consulting bought 19,612 VanEck CLO ETF shares in Q4 2024, an estimated $1.04M.
  • VanEck CLO ETF made up 0.46% of TAP Consulting's portfolio in Q4 2024, its #64 holding.
  • TAP Consulting first reported a position in VanEck CLO ETF in Q4 2023 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.