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ícone de CLOZ

Panagram BBB-B CLO ETF
CLOZ

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Integrated Wealth Concepts
51
Integrated Wealth Concepts
Massachusetts
US$ 421 mil – – –
MML Investors Services
52
MML Investors Services
Massachusetts
US$ 410 mil +US$ 86,7 mil +3.304 +27%
SSWM
53
Strait & Sound Wealth Management
California
US$ 399 mil +US$ 107 mil +4.074 +37%
CAN
54
Capital Advisor Network
Indiana
US$ 389 mil +US$ 274 mil +10.446 +243%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
US$ 376 mil -US$ 164 mil -6.251 -31%
TA
56
Tactive Advisors
Florida
US$ 374 mil +US$ 17,1 mil +653 +5%
RWS
57
Resolute Wealth Strategies
Mississippi
US$ 361 mil +US$ 358 mil +13.661 Nova
Axxcess Wealth Management
58
Axxcess Wealth Management
California
US$ 346 mil +US$ 344 mil +13.113 Nova
Mather Group
59
Mather Group
Illinois
US$ 346 mil -US$ 170 mil -6.487 -33%
Private Trust Company
60
Private Trust Company
Ohio
US$ 341 mil +US$ 338 mil +12.894 Nova
Brookstone Capital Management
61
Brookstone Capital Management
Illinois
US$ 341 mil +US$ 2,13 mil +81 +0,6%
Sequoia Financial Advisors
62
Sequoia Financial Advisors
Ohio
US$ 340 mil +US$ 5,77 mil +220 +2%
PG
63
Prostatis Group
Maryland
US$ 330 mil -US$ 52 -2 -0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
US$ 322 mil -US$ 28,1 mil -1.072 -8%
HighTower Advisors
65
HighTower Advisors
Illinois
US$ 308 mil +US$ 306 mil +11.645 Nova
ECA
66
Elevated Capital Advisors
Utah
US$ 291 mil -US$ 12,6 mil -482 -4%
Harbour Investments
67
Harbour Investments
Wisconsin
US$ 286 mil – – –
Brookwood Investment Group
68
Brookwood Investment Group
Arizona
US$ 280 mil +US$ 278 mil +10.607 Nova
Sovereign Financial Group
69
Sovereign Financial Group
Connecticut
US$ 278 mil +US$ 276 mil +10.510 Nova
Evergreen Wealth Solutions
70
Evergreen Wealth Solutions
Pennsylvania
US$ 274 mil +US$ 273 mil +10.409 Nova
WFA
71
WMG Financial Advisors
Tennessee
US$ 264 mil -US$ 96,6 mil -3.680 -27%
Wealthspire Advisors (New York)
72
Wealthspire Advisors (New York)
New York
US$ 257 mil -US$ 84,2 mil -3.208 -25%
VAM
73
Verity Asset Management
North Carolina
US$ 256 mil +US$ 1,16 mil +44 +0,5%
Baldwin Wealth Partners
74
Baldwin Wealth Partners
Massachusetts
US$ 240 mil -US$ 140 mil -5.341 -37%
Kingsview Wealth Management
75
Kingsview Wealth Management
Oregon
US$ 228 mil +US$ 227 mil +8.632 Nova
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