Sequoia Financial Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$320K	Buy	11,964 +246	+2%	+$6.58K	﹤0.01%	1226
2025 Q1	$311K	Buy	11,718 +220	+2%	+$5.85K	﹤0.01%	1039
2024 Q4	$310K	Buy	11,498 +253	+2%	+$6.82K	﹤0.01%	1004
2024 Q3	$302K	Buy	11,245 +247	+2%	+$6.64K	﹤0.01%	963
2024 Q2	$296K	Buy	+10,998	New	+$296K	﹤0.01%	895