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Triad Wealth Partners’s Panagram AAA CLO ETF CLOX Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-789
Closed -$20.2K – 205
2024
Q2 		$20.2K Buy
+789
New +$20.1K 0.01% 346

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
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return

Triad Wealth Partners's CLOX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Panagram AAA CLO ETF (CLOX) in Q3 2024, closing a stake of 789 shares — an estimated $20.2K sold.

Triad Wealth Partners first reported a position in CLOX in Q2 2024 and held it in 1 quarter. The position peaked at $20.2K in Q2 2024. 25 funds tracked by Wall St. Rank hold CLOX as of Q3 2024.

  • Triad Wealth Partners reported no remaining Panagram AAA CLO ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 789 Panagram AAA CLO ETF shares in Q3 2024, an estimated $20.2K.
  • Triad Wealth Partners first reported a position in Panagram AAA CLO ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Panagram AAA CLO ETF position peaked at $20.2K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.