AE Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

AE Wealth Management’s Portfolio CLOZ Stock Details CLOZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.12M	Sell
2025 Q2	$1.17M	Sell
2025 Q1	$1.55M	Buy
2024 Q4	$1.46M	Sell
2024 Q3	$15.3M	Sell
2024 Q2	$17M	Buy
2024 Q1	$15.2M	Sell
2023 Q4	$19.2M	Buy
2023 Q3	$5.56M	Buy