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Vaneck Clo Etf shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

All positions including Vaneck Clo Etf held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Clo Etf by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $661k 12k 53.10
2025-06-30 $620k 12k 52.95
2025-03-31 $559k 11k 52.84

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

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