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ícone de CLOZ

Panagram BBB-B CLO ETF
CLOZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Arax Advisory Partners
1
Arax Advisory Partners
Colorado
US$ 57,8 mi +US$ 17,7 mi +675.569 +45%
Morgan Stanley
2
Morgan Stanley
New York
US$ 49,4 mi +US$ 6,56 mi +250.000 +15%
SBLIC
3
Security Benefit Life Insurance Company
Kansas
US$ 42,9 mi – – –
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
US$ 39,2 mi +US$ 3,26 mi +124.044 +9%
EPG
5
Estate Planners Group
Pennsylvania
US$ 20,4 mi +US$ 421 mil +16.051 +2%
GFP
6
Guardian Financial Partners
California
US$ 20,4 mi +US$ 1,09 mi +41.716 +6%
Atria Investments
7
Atria Investments
North Carolina
US$ 17,9 mi +US$ 12,9 mi +492.959 +267%
Mariner
8
Mariner
Kansas
US$ 17 mi +US$ 12 mi +457.050 +246%
LPL Financial
9
LPL Financial
California
US$ 9,6 mi +US$ 8,16 mi +310.797 +571%
Sound Income Strategies
10
Sound Income Strategies
Florida
US$ 8,73 mi +US$ 1,59 mi +60.685 +22%
Gradient Investments
11
Gradient Investments
Minnesota
US$ 8 mi +US$ 225 mil +8.563 +3%
Stifel Financial
12
Stifel Financial
Missouri
US$ 5,97 mi -US$ 140 mil -5.329 -2%
Inspire Advisors
13
Inspire Advisors
Idaho
US$ 5,29 mi +US$ 3,98 mi +151.743 +313%
Barclays
14
Barclays
United Kingdom
US$ 5,14 mi +US$ 115 mil +4.400 +2%
CWM
15
Copia Wealth Management
Oregon
US$ 4,95 mi +US$ 669 mil +25.499 +16%
NWA
16
Navis Wealth Advisors
New York
US$ 4,74 mi +US$ 4,71 mi +179.436 Nova
Sowell Financial Services
17
Sowell Financial Services
Arkansas
US$ 4,17 mi +US$ 51,6 mil +1.967 +1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
US$ 4,12 mi +US$ 1,38 mi +52.434 +51%
WA
19
WESPAC Advisors
California
US$ 4,01 mi +US$ 3,99 mi +151.934 Nova
CA
20
CWC Advisors
Oregon
US$ 3,76 mi -US$ 34,3 mil -1.308 -0,9%
Ethos Financial Group
21
Ethos Financial Group
Pennsylvania
US$ 3,36 mi +US$ 176 mil +6.714 +6%
Valeo Financial Advisors
22
Valeo Financial Advisors
Indiana
US$ 3,27 mi – – –
CWM
23
Cedar Wealth Management
California
US$ 3,14 mi +US$ 77,5 mil +2.953 +3%
BCM
24
Basso Capital Management
Connecticut
US$ 3,08 mi +US$ 1,9 mi +72.392 +164%
CFIM
25
Client First Investment Management
Wisconsin
US$ 2,97 mi +US$ 2,95 mi +112.467 Nova
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