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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
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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Franklin Templeton Etf Tr Senior Loan Etf (FLBL)

View all positions for WealthPlan Investment Management

Top funds holding Vaneck Clo Etf

Redhawk Wealth Advisors
Capital Investment Advisors
LPL Financial
Orion Portfolio Solutions
Syon Capital
Goldman Sachs Group
WealthPlan Investment Management
Gradient Investments
HighTower Advisors
Brookstone Capital Management
AE Wealth Management
Beaumont Financial Advisors
TRUE Private Wealth Advisors
Assetmark
Harwood Advisory

View all funds holding Vaneck Clo Etf