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Vaneck Clo Etf shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Vaneck Clo Etf

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

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Quarterly reported holdings in Vaneck Clo Etf by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.1M 40k 52.81
2025-09-30 $2.1M 40k 53.10

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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