Truist Financial’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
Sell
-253,261
Closed -$6.73M 2585
2025
Q1
$6.73M Buy
+253,261
New +$6.73M 0.01% 704
2024
Q4
Sell
-10,194
Closed -$274K 2511
2024
Q3
$274K Buy
10,194
+798
+8% +$21.5K ﹤0.01% 2172
2024
Q2
$253K Buy
9,396
+656
+8% +$17.7K ﹤0.01% 2375
2024
Q1
$234K Buy
8,740
+429
+5% +$11.5K ﹤0.01% 2404
2023
Q4
$219K Buy
+8,311
New +$219K ﹤0.01% 2448