Sequoia Financial Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$310K	Buy	12,091 +149	+1%	+$3.82K	﹤0.01%	1240
2025 Q1	$305K	Buy	11,942 +175	+1%	+$4.46K	﹤0.01%	1047
2024 Q4	$300K	Buy	11,767 +167	+1%	+$4.25K	﹤0.01%	1015
2024 Q3	$296K	Buy	11,600 +183	+2%	+$4.68K	﹤0.01%	974
2024 Q2	$292K	Buy	+11,417	New	+$292K	﹤0.01%	901