B.O.S.S. Retirement Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio CLOX Stock Details CLOX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,557	Closed	-$397K	–	195
2024 Q3	$397K	Buy	+15,557	New	+$397K	0.08%	165
2024 Q1	–	Sell	-29,406	Closed	-$744K	–	142
2023 Q4	$744K	Buy	+29,406	New	+$744K	0.14%	164

Other funds holding CLOX

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

SIA

Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

B.O.S.S. Retirement Advisors's CLOX Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Panagram AAA CLO ETF (CLOX) in Q4 2024, closing a stake of 15,557 shares — an estimated $397K sold.

B.O.S.S. Retirement Advisors first reported a position in CLOX in Q4 2023 and held it in 2 quarters. The position peaked at $744K in Q4 2023. 23 funds tracked by Wall St. Rank hold CLOX as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Panagram AAA CLO ETF position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 15,557 Panagram AAA CLO ETF shares in Q4 2024, an estimated $397K.
B.O.S.S. Retirement Advisors first reported a position in Panagram AAA CLO ETF in Q4 2023 and held it in 2 quarters.
B.O.S.S. Retirement Advisors's Panagram AAA CLO ETF position peaked at $744K in Q4 2023.
23 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.