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Vaneck Clo Etf shares owned by PCG Wealth Advisors

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

Historical chart of PCG Wealth Advisors investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 29k 53.10
2025-03-31 $1.8M 34k 52.84
2024-12-31 $2.2M 42k 52.77
2024-09-30 $2.0M 37k 53.04
2024-06-30 $865k 16k 52.94
2024-03-31 $492k 9.3k 52.82

More positions owned by PCG Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Silver (SIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Gold Miners Etf (GDX)
First Tr Exchange-traded SHS (FVD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Capital Group Core Balanced SHS (CGBL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded First Tr Enh New (FTSM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Amplify Etf Tr Amplify Junior S (SILJ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)

View all positions for PCG 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