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 Q2	$17.9M	Buy	677,733 +492,959	+267%	+$12.9M	0.18%	111
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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Atria Investments's CLOZ Position: Q2 2026 in Review

Atria Investments increased its Panagram BBB-B CLO ETF (CLOZ) stake by 267% in Q2 2026, buying an estimated $12.9M and bringing the position to 677,733 shares worth $17.9M. The position accounts for 0.18% of the portfolio, ranked #111.

Atria Investments first reported a position in CLOZ in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

Atria Investments held 677,733 shares of Panagram BBB-B CLO ETF worth $17.9M as of Q2 2026.
Atria Investments bought 492,959 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $12.9M.
Panagram BBB-B CLO ETF made up 0.18% of Atria Investments's portfolio in Q2 2026, its #111 holding.
Atria Investments first reported a position in Panagram BBB-B CLO ETF in Q3 2024 and has held it in 8 quarters since.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.