Portside Wealth Group »

Vaneck Clo Etf shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth Group investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vaneck Clo Etf by Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $332k 6.2k 53.10
2025-06-30 $301k 5.7k 52.95
2025-03-31 $237k 4.5k 52.84

More positions owned by Portside Wealth Group

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Visa Com Cl A (V)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)
Netflix (NFLX)
Shopify Cl A Sub Vtg Shs (SHOP)
Meta Platforms Cl A (META)

View all positions for Portside Wealth Group

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