Fulcrum Equity Management »

Vaneck Clo Etf shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Clo Etf held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vaneck Clo Etf by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $290k 5.5k 52.84
2024-12-31 $329k 6.2k 52.77
2024-09-30 $641k 12k 53.04
2024-06-30 $591k 11k 52.94

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Select Sector Spdr Tr State Street Tec (XLK)
NVIDIA Corporation (NVDA)
Oneok (OKE)
Apple (AAPL)
Select Sector Spdr Tr State Street Com (XLC)
Select Sector Spdr Tr State Street Fin (XLF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Select Sector Spdr Tr State Street Con (XLY)

View all positions for Fulcrum Equity Management

Top funds holding Vaneck Clo Etf

LPL Financial
Independence Asset Advisors
Capital Investment Advisors
Syon Capital
CLS Investments
Sax Wealth Advisors
TRUE Private Wealth Advisors
WealthPlan Investment Management
HighTower Advisors
Deseret Mutual Benefit Administrators
Gradient Investments
Harwood Advisory
AE Wealth Management
Moneta Group Investment Advisors
Beaumont Financial Advisors

View all funds holding Vaneck Clo Etf