AIM
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Advyzon Investment Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Advyzon Investment Management’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$684K Buy
+25,874
New +$679K 0.05% 365
2026
Q1 		– Sell
-15,438
Closed -$409K – 684
2025
Q4 		$409K Buy
+15,438
New +$411K 0.05% 365

Other funds holding CLOZ

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Advyzon Investment Management's CLOZ Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 25,874 shares worth $684K. The stake represents 0.05% of the portfolio and ranks #365 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in CLOZ as recently as Q4 2025.

Advyzon Investment Management first reported a position in CLOZ in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Advyzon Investment Management held 25,874 shares of Panagram BBB-B CLO ETF worth $684K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Advyzon Investment Management position in Q2 2026.
  • Panagram BBB-B CLO ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #365 holding.
  • Advyzon Investment Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.