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KLR Investment Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

KLR Investment 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
Q1 		$3.3M Buy
+122,992
New +$3.27M 2.38% 6

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

KLR Investment Advisors's CLOZ Position: Q1 2024 in Review

KLR Investment Advisors opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q1 2024: 122,992 shares worth $3.3M. The stake represents 2.38% of the portfolio and ranks #6 among its holdings.

24 funds tracked by Wall St. Rank hold CLOZ as of Q1 2024.

  • KLR Investment Advisors held 122,992 shares of Panagram BBB-B CLO ETF worth $3.3M as of Q1 2024.
  • Panagram BBB-B CLO ETF was a new KLR Investment Advisors position in Q1 2024.
  • Panagram BBB-B CLO ETF made up 2.38% of KLR Investment Advisors's portfolio in Q1 2024, its #6 holding.
  • 24 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.