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Primoris Wealth Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Primoris Wealth Advisors’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$628K Buy
23,500
+13,200
+128% +$353K 0.43% 49
2025
Q1 		$274K Buy
+10,300
New +$274K 0.21% 80