OneAscent Wealth Management LLC Buys Shares of 81,105 VanEck CLO ETF $CLOI

OneAscent Wealth Management LLC purchased a new position in VanEck CLO ETF (NYSEARCA:CLOI) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 81,105 shares of the company’s stock, valued at approximately $4,307,000. VanEck CLO ETF accounts for approximately 1.4% of OneAscent Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. OneAscent Wealth Management LLC owned about 0.34% of VanEck CLO ETF at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of CLOI. NewEdge Advisors LLC boosted its position in VanEck CLO ETF by 264.4% during the 1st quarter. NewEdge Advisors LLC now owns 19,673 shares of the company’s stock valued at $1,040,000 after acquiring an additional 14,275 shares in the last quarter. Capital Investment Advisors LLC raised its position in shares of VanEck CLO ETF by 14.7% in the 2nd quarter. Capital Investment Advisors LLC now owns 1,286,977 shares of the company’s stock worth $68,145,000 after acquiring an additional 164,457 shares in the last quarter. Trivium Point Advisory LLC lifted its stake in shares of VanEck CLO ETF by 27.5% during the 2nd quarter. Trivium Point Advisory LLC now owns 16,371 shares of the company’s stock worth $867,000 after purchasing an additional 3,526 shares during the last quarter. Bartlett & CO. Wealth Management LLC bought a new stake in VanEck CLO ETF during the second quarter valued at about $200,000. Finally, Ameritas Advisory Services LLC bought a new stake in VanEck CLO ETF during the second quarter valued at about $177,000.

VanEck CLO ETF Trading Up 0.1%

Shares of VanEck CLO ETF stock opened at $53.00 on Monday. The company has a 50-day simple moving average of $52.89 and a two-hundred day simple moving average of $52.92. VanEck CLO ETF has a one year low of $50.12 and a one year high of $53.20.

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. CLOI was launched on Jun 21, 2022 and is managed by VanEck.