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Arax Advisory Partners’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Arax Advisory Partners’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 		$57.8M Buy
2,188,929
+675,569
+45% +$17.7M 0.38% 43
2026
Q1 		$38.8M Sell
1,513,360
-496,967
-25% -$13M 1.1% 14
2025
Q4 		$53.2M Sell
2,010,327
-12,565
-0.6% -$334K 1.55% 8
2025
Q3 		$54.3M Buy
2,022,892
+599,745
+42% +$16.1M 0.78% 18
2025
Q2 		$38.1M Buy
+1,423,147
New +$37.6M 1.75% 10

Other funds holding CLOZ

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 $2.23B AUM 11.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Arax Advisory Partners's CLOZ Position: Q2 2026 in Review

Arax Advisory Partners increased its Panagram BBB-B CLO ETF (CLOZ) stake by 45% in Q2 2026, buying an estimated $17.7M and bringing the position to 2,188,929 shares worth $57.8M. The position accounts for 0.38% of the portfolio, ranked #43.

Arax Advisory Partners first reported a position in CLOZ in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Arax Advisory Partners held 2,188,929 shares of Panagram BBB-B CLO ETF worth $57.8M as of Q2 2026.
  • Arax Advisory Partners bought 675,569 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $17.7M.
  • Panagram BBB-B CLO ETF made up 0.38% of Arax Advisory Partners's portfolio in Q2 2026, its #43 holding.
  • Arax Advisory Partners first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.