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Vaneck Clo Etf shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Vaneck Clo Etf

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

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Quarterly reported holdings in Vaneck Clo Etf by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 5.3k 52.81
2025-09-30 $290k 5.5k 53.10
2025-03-31 $261k 4.9k 52.84

More positions owned by Simplicity Wealth

American Centy Etf Tr Us Eqt Etf (AVUS)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Avantis Us Larg (AVLC)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Core Msci Emkt (IEMG)

View all positions for Simplicity Wealth

Top funds holding Vaneck Clo Etf

LPL Financial
Independence Asset Advisors
Capital Investment Advisors
Syon Capital
CLS Investments
Sax Wealth Advisors
TRUE Private Wealth Advisors
HighTower Advisors
WealthPlan Investment Management
Deseret Mutual Benefit Administrators
Goldman Sachs Group
Gradient Investments
Harwood Advisory
Axxcess Wealth Management
AE Wealth Management

View all funds holding Vaneck Clo Etf