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Vaneck Clo Etf shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Clo Etf held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Clo Etf by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 39k 52.94

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Vaneck Clo Etf

LPL Financial
Capital Investment Advisors
Envestnet Asset Management
WealthPlan Investment Management
Gradient Investments
Harwood Advisory
Assetmark
RMB Capital Management
Feltz Wealth PLAN
Ferguson Shapiro
Beaumont Financial Advisors
Mml Investors Services
VitalStone Financial
Wayfinding Financial
CoreCap Advisors

View all funds holding Vaneck Clo Etf