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

Transform Wealth’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.68M Sell
138,314
-31,932
-19% -$848K 0.22% 83
2024
Q4 		$4.62M Sell
170,246
-28,877
-15% -$783K 0.26% 80
2024
Q3 		$5.35M Buy
+199,123
New +$5.35M 0.35% 66