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icono de CLOZ

Panagram BBB-B CLO ETF
CLOZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Integrated Wealth Concepts
51
Integrated Wealth Concepts
Massachusetts
USD 421 k – – –
MML Investors Services
52
MML Investors Services
Massachusetts
USD 410 k +USD 86.7 k +3,304 +27%
SSWM
53
Strait & Sound Wealth Management
California
USD 399 k +USD 107 k +4,074 +37%
CAN
54
Capital Advisor Network
Indiana
USD 389 k +USD 274 k +10,446 +243%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
USD 376 k -USD 164 k -6,251 -31%
TA
56
Tactive Advisors
Florida
USD 374 k +USD 17.1 k +653 +5%
RWS
57
Resolute Wealth Strategies
Mississippi
USD 361 k +USD 358 k +13,661 Nuevas
Axxcess Wealth Management
58
Axxcess Wealth Management
California
USD 346 k +USD 344 k +13,113 Nuevas
Mather Group
59
Mather Group
Illinois
USD 346 k -USD 170 k -6,487 -33%
Private Trust Company
60
Private Trust Company
Ohio
USD 341 k +USD 338 k +12,894 Nuevas
Brookstone Capital Management
61
Brookstone Capital Management
Illinois
USD 341 k +USD 2.13 k +81 +0.6%
Sequoia Financial Advisors
62
Sequoia Financial Advisors
Ohio
USD 340 k +USD 5.77 k +220 +2%
PG
63
Prostatis Group
Maryland
USD 330 k -USD 52 -2 -0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
USD 322 k -USD 28.1 k -1,072 -8%
HighTower Advisors
65
HighTower Advisors
Illinois
USD 308 k +USD 306 k +11,645 Nuevas
ECA
66
Elevated Capital Advisors
Utah
USD 291 k -USD 12.6 k -482 -4%
Harbour Investments
67
Harbour Investments
Wisconsin
USD 286 k – – –
Brookwood Investment Group
68
Brookwood Investment Group
Arizona
USD 280 k +USD 278 k +10,607 Nuevas
Sovereign Financial Group
69
Sovereign Financial Group
Connecticut
USD 278 k +USD 276 k +10,510 Nuevas
Evergreen Wealth Solutions
70
Evergreen Wealth Solutions
Pennsylvania
USD 274 k +USD 273 k +10,409 Nuevas
WFA
71
WMG Financial Advisors
Tennessee
USD 264 k -USD 96.6 k -3,680 -27%
Wealthspire Advisors (New York)
72
Wealthspire Advisors (New York)
New York
USD 257 k -USD 84.2 k -3,208 -25%
VAM
73
Verity Asset Management
North Carolina
USD 256 k +USD 1.16 k +44 +0.5%
Baldwin Wealth Partners
74
Baldwin Wealth Partners
Massachusetts
USD 240 k -USD 140 k -5,341 -37%
Kingsview Wealth Management
75
Kingsview Wealth Management
Oregon
USD 228 k +USD 227 k +8,632 Nuevas
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