Valeo Financial Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Valeo Financial Advisors’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
2025 Q2	$1.28M	Hold
2025 Q1	$1.28M	Hold
2024 Q4	$1.27M	Sell
2024 Q3	$1.91M	Buy
2024 Q2	$529K	Hold
2024 Q1	$528K	Hold
2023 Q4	$524K	Buy
2023 Q3	$506K	Buy