Triad Wealth Partners’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	$203K	Sell	7,584 -473	-6%	-$12.6K	0.04%	287
2025 Q1	$214K	Buy	+8,057	New	+$214K	0.07%	202
2024 Q3	–	Sell	-945	Closed	-$25.5K	–	206
2024 Q2	$25.5K	Buy	+945	New	+$25.5K	0.01%	310