Bartlett & CO. Wealth Management LLC Acquires New Stake in VanEck CLO ETF $CLOI

Bartlett & CO. Wealth Management LLC acquired a new stake in VanEck CLO ETF (NYSEARCA:CLOI) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 3,775 shares of the company’s stock, valued at approximately $200,000.

A number of other large investors have also modified their holdings of the business. Richardson Financial Services Inc. acquired a new stake in shares of VanEck CLO ETF in the first quarter valued at about $28,000. Raleigh Capital Management Inc. acquired a new stake in VanEck CLO ETF in the 1st quarter valued at about $33,000. FAS Wealth Partners Inc. raised its holdings in VanEck CLO ETF by 51.7% in the 1st quarter. FAS Wealth Partners Inc. now owns 1,675 shares of the company’s stock valued at $89,000 after acquiring an additional 571 shares during the last quarter. Allworth Financial LP purchased a new position in VanEck CLO ETF in the 1st quarter worth approximately $137,000. Finally, Mattson Financial Services LLC boosted its holdings in shares of VanEck CLO ETF by 17.8% during the 1st quarter. Mattson Financial Services LLC now owns 2,905 shares of the company’s stock worth $153,000 after purchasing an additional 440 shares during the last quarter.

VanEck CLO ETF Stock Performance

CLOI stock opened at $52.88 on Friday. VanEck CLO ETF has a 1 year low of $50.12 and a 1 year high of $53.21. The business has a 50 day simple moving average of $52.97 and a 200-day simple moving average of $52.79.

VanEck CLO ETF Company 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.