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B.O.S.S. Retirement Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

B.O.S.S. Retirement Advisors’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
2024
Q4 		– Sell
-9,568
Closed -$257K – 196
2024
Q3 		$257K Buy
+9,568
New +$257K 0.05% 184
2024
Q1 		– Sell
-28,138
Closed -$743K – 143
2023
Q4 		$743K Buy
+28,138
New +$738K 0.14% 165

Other funds holding CLOZ

SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

B.O.S.S. Retirement Advisors sold out of Panagram BBB-B CLO ETF (CLOZ) in Q4 2024, closing a stake of 9,568 shares — an estimated $257K sold.

B.O.S.S. Retirement Advisors first reported a position in CLOZ in Q4 2023 and held it in 2 quarters. The position peaked at $743K in Q4 2023. 62 funds tracked by Wall St. Rank hold CLOZ as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Panagram BBB-B CLO ETF position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 9,568 Panagram BBB-B CLO ETF shares in Q4 2024, an estimated $257K.
  • B.O.S.S. Retirement Advisors first reported a position in Panagram BBB-B CLO ETF in Q4 2023 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Panagram BBB-B CLO ETF position peaked at $743K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q4 2024.

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