KOMWMG
CLOZ icon

Kerntke Otto McGlone Wealth Management Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-197,487
Closed -$5.32M – 81
2024
Q4 		$5.32M Buy
197,487
+143,439
+265% +$3.87M 3.93% 9
2024
Q3 		$1.45M Buy
+54,048
New +$1.45M 1.21% 20