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Panagram BBB-B CLO ETF
CLOZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Arax Advisory Partners
1
Arax Advisory Partners
Colorado
USD 57.8 M +USD 17.7 M +675,569 +45%
Morgan Stanley
2
Morgan Stanley
New York
USD 49.4 M +USD 6.56 M +250,000 +15%
SBLIC
3
Security Benefit Life Insurance Company
Kansas
USD 42.9 M – – –
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
USD 39.2 M +USD 3.26 M +124,044 +9%
EPG
5
Estate Planners Group
Pennsylvania
USD 20.4 M +USD 421 k +16,051 +2%
GFP
6
Guardian Financial Partners
California
USD 20.4 M +USD 1.09 M +41,716 +6%
Atria Investments
7
Atria Investments
North Carolina
USD 17.9 M +USD 12.9 M +492,959 +267%
Mariner
8
Mariner
Kansas
USD 17 M +USD 12 M +457,050 +246%
LPL Financial
9
LPL Financial
California
USD 9.6 M +USD 8.16 M +310,797 +571%
Sound Income Strategies
10
Sound Income Strategies
Florida
USD 8.73 M +USD 1.59 M +60,685 +22%
Gradient Investments
11
Gradient Investments
Minnesota
USD 8 M +USD 225 k +8,563 +3%
Stifel Financial
12
Stifel Financial
Missouri
USD 5.97 M -USD 140 k -5,329 -2%
Inspire Advisors
13
Inspire Advisors
Idaho
USD 5.29 M +USD 3.98 M +151,743 +313%
Barclays
14
Barclays
United Kingdom
USD 5.14 M +USD 115 k +4,400 +2%
CWM
15
Copia Wealth Management
Oregon
USD 4.95 M +USD 669 k +25,499 +16%
NWA
16
Navis Wealth Advisors
New York
USD 4.74 M +USD 4.71 M +179,436 Nuevas
Sowell Financial Services
17
Sowell Financial Services
Arkansas
USD 4.17 M +USD 51.6 k +1,967 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
USD 4.12 M +USD 1.38 M +52,434 +51%
WA
19
WESPAC Advisors
California
USD 4.01 M +USD 3.99 M +151,934 Nuevas
CA
20
CWC Advisors
Oregon
USD 3.76 M -USD 34.3 k -1,308 -0.9%
Ethos Financial Group
21
Ethos Financial Group
Pennsylvania
USD 3.36 M +USD 176 k +6,714 +6%
Valeo Financial Advisors
22
Valeo Financial Advisors
Indiana
USD 3.27 M – – –
CWM
23
Cedar Wealth Management
California
USD 3.14 M +USD 77.5 k +2,953 +3%
BCM
24
Basso Capital Management
Connecticut
USD 3.08 M +USD 1.9 M +72,392 +164%
CFIM
25
Client First Investment Management
Wisconsin
USD 2.97 M +USD 2.95 M +112,467 Nuevas
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