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Vaneck Clo Etf shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Vaneck Clo Etf

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 24k 53.05
2024-06-30 $1.2M 22k 52.96
2024-03-31 $1.2M 22k 52.83
2023-12-31 $756k 15k 52.09

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding Vaneck Clo Etf

LPL Financial
Orion Portfolio Solutions
Capital Investment Advisors
Envestnet Asset Management
Syon Capital
WealthPlan Investment Management
Gradient Investments
Harwood Advisory
Colony
Assetmark
TRUE Private Wealth Advisors
RMB Capital Management
Feltz Wealth PLAN
Ferguson Shapiro
Mml Investors Services

View all funds holding Vaneck Clo Etf