Copia Wealth Management Has $3.14 Million Stock Holdings in Eldridge AAA CLO ETF $CLOX

Copia Wealth Management increased its position in Eldridge AAA CLO ETF (NYSEARCA:CLOX) by 74.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 122,913 shares of the company’s stock after buying an additional 52,434 shares during the quarter. Eldridge AAA CLO ETF accounts for approximately 2.3% of Copia Wealth Management’s investment portfolio, making the stock its 13th largest position. Copia Wealth Management owned approximately 1.34% of Eldridge AAA CLO ETF worth $3,143,000 at the end of the most recent quarter.

Separately, L.M. Kohn & Company grew its holdings in Eldridge AAA CLO ETF by 46.8% during the 2nd quarter. L.M. Kohn & Company now owns 68,889 shares of the company’s stock worth $1,764,000 after acquiring an additional 21,950 shares during the last quarter.

Eldridge AAA CLO ETF Stock Performance

Shares of NYSEARCA CLOX opened at $25.60 on Monday. Eldridge AAA CLO ETF has a 52-week low of $24.10 and a 52-week high of $25.74. The firm has a 50 day moving average price of $25.55 and a two-hundred day moving average price of $25.55.

Eldridge AAA CLO ETF Profile

The Panagram AAA CLO ETF (CLOX) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that invests in USD-denominated collateralized loan obligations rated AAA and of any maturity. CLOX was launched on Jul 19, 2023 and is issued by Panagram.