Atria Investments’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Atria Investments’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 Q1	$4.74M	Buy	184,774 +14,754	+9%	+$387K	0.05%	390
2025 Q4	$4.5M	Sell	170,020 -11,723	-6%	-$312K	0.05%	407
2025 Q3	$4.87M	Buy	181,743 +15,790	+10%	+$423K	0.06%	399
2025 Q2	$4.44M	Sell	165,953 -114,628	-41%	-$3.03M	0.05%	418
2025 Q1	$7.46M	Buy	280,581 +685	+0.2%	+$18.5K	0.1%	244
2024 Q4	$7.54M	Buy	279,896 +22,133	+9%	+$596K	0.09%	242
2024 Q3	$6.93M	Buy	+257,763	New	+$6.92M	0.09%	266

Other funds holding CLOZ

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Investments's CLOZ Position: Q1 2026 in Review

Atria Investments increased its Panagram BBB-B CLO ETF (CLOZ) stake by 8.7% in Q1 2026, buying an estimated $387K and bringing the position to 184,774 shares worth $4.74M. The position accounts for 0.05% of the portfolio, ranked #390.

Atria Investments first reported a position in CLOZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.54M in Q4 2024. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

Atria Investments held 184,774 shares of Panagram BBB-B CLO ETF worth $4.74M as of Q1 2026.
Atria Investments bought 14,754 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $387K.
Panagram BBB-B CLO ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #390 holding.
Atria Investments first reported a position in Panagram BBB-B CLO ETF in Q3 2024 and has held it in 7 quarters since.
Atria Investments's Panagram BBB-B CLO ETF position peaked at $7.54M in Q4 2024.
88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.