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Vaneck Clo Etf shares owned by Iams Wealth Management

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

Historical chart of Iams Wealth Management investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vaneck Clo Etf by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 20k 53.10
2025-06-30 $634k 12k 52.95
2025-03-31 $686k 13k 52.84
2024-12-31 $560k 11k 52.77

More positions owned by Iams Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasd Tech Div (TDIV)
United Parcel Service CL B (UPS)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded Core Investment (FTCB)
Procter & Gamble Company (PG)

View all positions for Iams Wealth Management

Top funds holding Vaneck Clo Etf

LPL Financial
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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