WealthPlan Investment Management LLC Sells 3,526 Shares of VanEck CLO ETF (NYSEARCA:CLOI)

WealthPlan Investment Management LLC decreased its position in VanEck CLO ETF (NYSEARCA:CLOI) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 259,493 shares of the company’s stock after selling 3,526 shares during the period. VanEck CLO ETF accounts for 1.4% of WealthPlan Investment Management LLC’s investment portfolio, making the stock its 16th biggest holding. WealthPlan Investment Management LLC owned 4.25% of VanEck CLO ETF worth $13,693,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of CLOI. WealthPLAN Partners LLC increased its position in shares of VanEck CLO ETF by 9.2% during the fourth quarter. WealthPLAN Partners LLC now owns 165,502 shares of the company’s stock valued at $8,734,000 after acquiring an additional 13,951 shares during the last quarter. Trademark Financial Management LLC increased its position in shares of VanEck CLO ETF by 194.1% during the 4th quarter. Trademark Financial Management LLC now owns 70,523 shares of the company’s stock valued at $3,721,000 after purchasing an additional 46,543 shares during the last quarter. TFB Advisors LLC raised its stake in shares of VanEck CLO ETF by 16.5% during the 4th quarter. TFB Advisors LLC now owns 5,542 shares of the company’s stock worth $292,000 after purchasing an additional 785 shares during the period. Authentikos Wealth Advisory LLC purchased a new position in shares of VanEck CLO ETF in the 4th quarter worth about $255,000. Finally, Kingsview Wealth Management LLC bought a new position in VanEck CLO ETF during the fourth quarter valued at about $381,000.

VanEck CLO ETF Stock Up 0.0 %

Shares of CLOI stock opened at $53.04 on Friday. VanEck CLO ETF has a 52 week low of $52.33 and a 52 week high of $53.21. The firm’s 50-day simple moving average is $52.98 and its two-hundred day simple moving average is $52.94.

VanEck CLO ETF Profile

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.