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Waverly Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Waverly Advisors’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,639
Closed -$421K – 1111
2024
Q4 		$421K Buy
15,639
+3,250
+26% +$87.6K 0.01% 723
2024
Q3 		$333K Buy
+12,389
New +$333K 0.01% 661