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Panagram BBB-B CLO ETF
CLOZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Impact Partnership Wealth
26
Impact Partnership Wealth
Georgia
USD 2.92 M +USD 683 k +26,029 +31%
Farther Finance Advisors
27
Farther Finance Advisors
California
USD 2.72 M +USD 49.1 k +1,871 +2%
PWA
28
Primoris Wealth Advisors
Florida
USD 2.44 M +USD 1.08 M +41,000 +80%
UBS Group
29
UBS Group
Switzerland
USD 2.19 M -USD 55.1 k -2,100 -2%
Insigneo Advisory Services
30
Insigneo Advisory Services
Florida
USD 2.17 M +USD 2.16 M +82,276 Nuevas
Nuveen
31
Nuveen
North Carolina
USD 2.08 M +USD 2.06 M +78,589 Nuevas
Kestra Advisory Services
32
Kestra Advisory Services
Texas
USD 1.97 M -USD 2.07 M -78,957 -51%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
USD 1.96 M +USD 1.97 M +74,941 Nuevas
SIM
34
Seaview Investment Managers
Florida
USD 1.5 M +USD 364 k +13,870 +32%
Hilltop Holdings
35
Hilltop Holdings
Texas
USD 1.28 M -USD 72.3 k -2,755 -5%
DMKJ
36
David M. Knott Jr
USD 1.26 M – – –
Rockport Wealth
37
Rockport Wealth
Ohio
USD 1.24 M +USD 78.9 k +3,006 +7%
Maridea Wealth Management
38
Maridea Wealth Management
New York
USD 1.06 M -USD 46.1 k -1,757 -4%
BF
39
Brucke Financial
Indiana
USD 1.04 M +USD 468 k +17,817 +82%
Goldman Sachs
40
Goldman Sachs
New York
USD 911 k +USD 905 k +34,486 Nuevas
Ausdal Financial Partners
41
Ausdal Financial Partners
Iowa
USD 810 k +USD 804 k +30,641 Nuevas
Griffin Asset Management
42
Griffin Asset Management
New York
USD 735 k +USD 730 k +27,813 Nuevas
Laurel Oak Wealth Management
43
Laurel Oak Wealth Management
New Jersey
USD 711 k -USD 251 k -9,574 -26%
Advyzon Investment Management
44
Advyzon Investment Management
Illinois
USD 684 k +USD 679 k +25,874 Nuevas
Almanack Investment Partners
45
Almanack Investment Partners
Pennsylvania
USD 666 k -USD 281 k -10,720 -30%
Nordwand Advisors
46
Nordwand Advisors
Pennsylvania
USD 597 k – – –
Gladstone Institutional Advisory
47
Gladstone Institutional Advisory
Florida
USD 582 k -USD 71.2 k -2,714 -11%
Osaic Holdings
48
Osaic Holdings
Arizona
USD 572 k +USD 567 k +21,624 +94,017%
MGO One Seven
49
MGO One Seven
Ohio
USD 481 k -USD 145 k -5,510 -23%
DWG
50
Darden Wealth Group
Michigan
USD 460 k +USD 104 k +3,960 +29%
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