VanEck CLO ETF (NYSEARCA:CLOI) Shares Purchased by WealthPLAN Partners LLC

WealthPLAN Partners LLC lifted its position in VanEck CLO ETF (NYSEARCA:CLOI) by 9.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 165,502 shares of the company’s stock after purchasing an additional 13,951 shares during the quarter. VanEck CLO ETF makes up 1.2% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 17th biggest holding. WealthPLAN Partners LLC owned about 2.71% of VanEck CLO ETF worth $8,734,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in CLOI. PSI Advisors LLC acquired a new stake in shares of VanEck CLO ETF in the 3rd quarter valued at about $42,000. FSA Wealth Management LLC acquired a new stake in VanEck CLO ETF during the 3rd quarter worth approximately $53,000. Raleigh Capital Management Inc. acquired a new stake in VanEck CLO ETF during the 3rd quarter worth approximately $116,000. Continuum Advisory LLC acquired a new stake in VanEck CLO ETF during the 3rd quarter worth approximately $131,000. Finally, Centaurus Financial Inc. acquired a new stake in VanEck CLO ETF during the 3rd quarter worth approximately $136,000.

VanEck CLO ETF Stock Up 0.0 %

VanEck CLO ETF stock opened at $53.04 on Friday. VanEck CLO ETF has a twelve month low of $52.33 and a twelve month high of $53.21. The stock has a 50 day moving average of $52.98 and a two-hundred day moving average of $52.94.

About VanEck CLO ETF

The VanEck CLO ETF (CLOI) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is actively managed to invest in collateralized loan obligations (CLOs) of any maturity. While targeting USD-denominated high-quality CLOs, the fund may still hold high-yield bonds in foreign currency.