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Vaneck Clo Etf shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vaneck Clo Etf by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 25k 53.10
2025-06-30 $986k 19k 52.95
2025-03-31 $569k 11k 52.84
2024-12-31 $418k 7.9k 52.77
2024-09-30 $404k 7.6k 53.04
2024-03-31 $234k 4.4k 52.82

More positions owned by Stonebridge Financial Planning Group

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr U.s. Tech Etf (IYW)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Portfli High Yld (SPHY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchange Traded Dj Glbl Divid (FGD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

View all positions for Stonebridge Financial Planning 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