IWS
CLOZ icon

Insight Wealth Strategies’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
9,718
+201
+2% +$5.38K 0.03% 147
2025
Q1
$253K Buy
9,517
+178
+2% +$4.73K 0.03% 140
2024
Q4
$252K Buy
+9,339
New +$252K 0.03% 139