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

Triad Wealth Partners’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
Q3 		– Sell
-94
Closed -$4.98K – 204
2024
Q2 		$4.98K Buy
+94
New +$4.96K ﹤0.01% 569

Other funds holding CLOI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Triad Wealth Partners's CLOI Position: Q3 2024 in Review

Triad Wealth Partners sold out of VanEck CLO ETF (CLOI) in Q3 2024, closing a stake of 94 shares — an estimated $4.98K sold.

Triad Wealth Partners first reported a position in CLOI in Q2 2024 and held it in 1 quarter. The position peaked at $4.98K in Q2 2024. 112 funds tracked by Wall St. Rank hold CLOI as of Q3 2024.

  • Triad Wealth Partners reported no remaining VanEck CLO ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 94 VanEck CLO ETF shares in Q3 2024, an estimated $4.98K.
  • Triad Wealth Partners first reported a position in VanEck CLO ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's VanEck CLO ETF position peaked at $4.98K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held VanEck CLO ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.