OLVIG
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Oliver Lagore Vanvalin Investment Group’s Panagram AAA CLO ETF CLOX Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio CLOX Stock Details CLOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-348
Closed -$8.8K – 753
2023
Q4 		$8.8K Sell
348
-918
-73% -$23.2K ﹤0.01% 434
2023
Q3 		$32K Buy
+1,266
New +$31.9K 0.01% 287

Other funds holding CLOX

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's CLOX Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Panagram AAA CLO ETF (CLOX) in Q1 2024, closing a stake of 348 shares — an estimated $8.8K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in CLOX in Q3 2023 and held it in 2 quarters. The position peaked at $32K in Q3 2023. 19 funds tracked by Wall St. Rank hold CLOX as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Panagram AAA CLO ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 348 Panagram AAA CLO ETF shares in Q1 2024, an estimated $8.8K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Panagram AAA CLO ETF in Q3 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Panagram AAA CLO ETF position peaked at $32K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.