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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
2025-09-30 $533k 10k 53.10
2025-06-30 $634k 12k 52.95
2025-03-31 $2.9M 55k 52.84
2024-12-31 $2.8M 52k 52.77
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 Etf (JPST)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Core Scientific (CORZ)
Managed Portfolio Series Kensington Hedge (KHPI)
Core Scientific *w Exp 01/23/202 (CORZW)
Bny Mellon Etf Trust High Yield Etf (BKHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Franklin Templeton Etf Tr High Yield Corp (FLHY)
Thornburg Etf Tr Multi Sector Bd (TMB)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Ishares Tr Broad Usd High (USHY)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Vaneck Clo Etf

LPL Financial
Independence Asset Advisors
Capital Investment Advisors
Syon Capital
CLS Investments
TRUE Private Wealth Advisors
WealthPlan Investment Management
HighTower Advisors
Brookstone Capital Management
Deseret Mutual Benefit Administrators
Ferguson Shapiro
Sax Wealth Advisors
Gradient Investments
Wright Fund Managment
Harwood Advisory

View all funds holding Vaneck Clo Etf