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Vaneck Clo Etf shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Clo Etf held by Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $441k 8.3k 52.95

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Amazon Com Incorporated Common Stock (AMZN)
Microsoft Corporation Common Stock (MSFT)
Spdr Portfolio S&p 500 Etf Exchange Traded Fund (SPYM)
Broadcom Incorporated Common Stock (AVGO)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Micron Technology Incorporated Common Stock (MU)
Caterpillar Incorporated Common Stock (CAT)
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)

View all positions for Kingswood Wealth Advisors

Top funds holding Vaneck Clo Etf

LPL Financial
Independence Asset Advisors
Capital Investment Advisors
TRUE Private Wealth Advisors
CLS Investments
Sax Wealth Advisors
Deseret Mutual Benefit Administrators
Jones Financial Companies, L.L
Gradient Investments
Axxcess Wealth Management
RWM Asset Management
Employees' Retirement Fund of the City of Fort Worth
Harwood Advisory
Moneta Group Investment Advisors
Beaumont Financial Advisors

View all funds holding Vaneck Clo Etf