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Panagram AAA CLO ETF
CLOX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SBLIC
1
Security Benefit Life Insurance Company
Kansas
USD 29.5 M – – –
LPL Financial
2
LPL Financial
California
USD 28.9 M +USD 3.18 M +124,607 +12%
CWM
3
Copia Wealth Management
Oregon
USD 7.57 M +USD 909 k +35,569 +14%
CCP
4
Carmel Capital Partners
California
USD 6.63 M -USD 3.14 M -122,798 -32%
Arax Advisory Partners
5
Arax Advisory Partners
Colorado
USD 4.99 M +USD 2.26 M +88,382 +83%
FFAS
6
FIG Financial Advisory Services
Oklahoma
USD 4.63 M +USD 4.61 M +180,564 Nuevas
WA
7
WESPAC Advisors
California
USD 4.08 M +USD 2.54 M +99,365 +166%
Fortis Group Advisors
8
Fortis Group Advisors
New Jersey
USD 3.96 M +USD 254 k +9,942 +7%
SAMC
9
Spectrum Asset Management (California)
California
USD 3.19 M +USD 229 k +8,958 +8%
PWA
10
Primoris Wealth Advisors
Florida
USD 2.94 M +USD 2.61 M +102,200 +821%
Inspire Advisors
11
Inspire Advisors
Idaho
USD 2.31 M +USD 103 k +4,044 +5%
WFA
12
WMG Financial Advisors
Tennessee
USD 2.19 M -USD 111 k -4,350 -5%
HGA
13
Hobbs Group Advisors
South Carolina
USD 2.02 M +USD 2.01 M +78,734 Nuevas
Farther Finance Advisors
14
Farther Finance Advisors
California
USD 2 M +USD 197 k +7,699 +11%
Black Swift Group
15
Black Swift Group
Colorado
USD 1.59 M -USD 504 k -19,705 -24%
Valeo Financial Advisors
16
Valeo Financial Advisors
Indiana
USD 1.28 M – – –
Citadel Advisors
17
Citadel Advisors
Florida
USD 1.25 M +USD 570 k +22,287 +84%
Griffin Asset Management
18
Griffin Asset Management
New York
USD 1.16 M +USD 524 k +20,521 +82%
JWCA
19
J.W. Cole Advisors
Florida
USD 1.16 M +USD 19.5 k +763 +2%
EPG
20
Estate Planners Group
Pennsylvania
USD 1.03 M +USD 535 k +20,945 +109%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
USD 966 k +USD 45.3 k +1,773 +5%
Private Trust Company
22
Private Trust Company
Ohio
USD 811 k +USD 82.3 k +3,220 +11%
IHT Wealth Management
23
IHT Wealth Management
Illinois
USD 807 k -USD 31.6 k -1,236 -4%
SCP
24
Silverleafe Capital Partners
Tennessee
USD 683 k +USD 8.1 k +317 +1%
BHPW
25
Beverly Hills Private Wealth
California
USD 666 k -USD 60 k -2,348 -8%
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