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Global Wealth Management Investment Advisory’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-57
Closed -$1.5K – 196
2023
Q4 		$1.5K Buy
+57
New +$1.49K ﹤0.01% 416

Other funds holding CLOZ

BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Global Wealth Management Investment Advisory's CLOZ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2024, closing a stake of 57 shares — an estimated $1.5K sold.

Global Wealth Management Investment Advisory first reported a position in CLOZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.5K in Q4 2023. 24 funds tracked by Wall St. Rank hold CLOZ as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Panagram BBB-B CLO ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 57 Panagram BBB-B CLO ETF shares in Q1 2024, an estimated $1.5K.
  • Global Wealth Management Investment Advisory first reported a position in Panagram BBB-B CLO ETF in Q4 2023 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Panagram BBB-B CLO ETF position peaked at $1.5K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.