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Panagram BBB-B CLO ETF
CLOZ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Bienville Capital Management
New York
$50M +$1.16M +43,469 +2%
DMKJ
2
David M. Knott Jr
$19.3M – – –
GFP
3
Guardian Financial Partners
California
$16.7M +$5.76M +216,455 +53%
SIA
4
Schechter Investment Advisors
Michigan
$15.7M +$7.09M +266,477 +83%
AWM
5
AE Wealth Management
Kansas
$15.2M -$4.08M -153,250 -21%
BSG
6
Black Swift Group
Colorado
$13M +$2.35M +88,415 +22%
GI
7
Gradient Investments
Minnesota
$4.92M +$721K +27,098 +17%
KIA
8
KLR Investment Advisors
Rhode Island
$3.3M +$3.27M +122,992 New
Morgan Stanley
9
Morgan Stanley
New York
$3.18M -$4.83M -181,414 -60%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.07M +$1.83M +68,860 +830%
VFA
11
Valeo Financial Advisors
Indiana
$1.57M +$679K +25,504 +77%
BAMF
12
BI Asset Management Fondsmaeglerselskab
Denmark
$970K +$964K +36,196 New
CWA
13
Centennial Wealth Advisory
Michigan
$954K +$28.6K +1,074 +3%
NA
14
Nordwand Advisors
Pennsylvania
$606K +$602K +22,600 New
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$510K +$506K +19,024 New
UBS Group
16
UBS Group
Switzerland
$361K +$359K +13,470 New
BAM
17
Belpointe Asset Management
Nevada
$330K +$53.4K +2,007 +19%
OPAM
18
Ocean Park Asset Management
California
$240K – – –
Truist Financial
19
Truist Financial
North Carolina
$234K +$11.4K +429 +5%
EW
20
Evoke Wealth
California
$233K +$232K +8,699 New
AWA
21
Authentikos Wealth Advisory
California
$217K +$216K +8,102 New
PA
22
Pineridge Advisors
Missouri
$34.7K -$19.4K -729 -36%
Osaic Holdings
23
Osaic Holdings
Arizona
$8.01K +$7.96K +299 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8K +$7.99K +300 New
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
– -$743K -28,138 Closed
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