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Vaneck Clo Etf shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Vaneck Clo Etf (CLOI) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Vaneck Clo Etf

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All positions including Vaneck Clo Etf held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vaneck Clo Etf by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $17M 324k 53.10
2025-06-30 $17M 313k 52.95
2025-03-31 $14M 258k 52.84
2024-12-31 $14M 260k 52.77
2024-09-30 $14M 263k 53.04
2024-06-30 $11M 211k 52.94
2024-03-31 $11M 202k 52.82
2023-12-31 $8.8M 168k 52.12
2023-09-30 $8.3M 160k 52.16

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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
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Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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