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Ausdal Financial Partners’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Ausdal Financial 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
Q1 		– Sell
-19,220
Closed -$509K – 998
2025
Q4 		$509K Buy
19,220
+7,629
+66% +$203K 0.02% 550
2025
Q3 		$311K Buy
+11,591
New +$311K 0.02% 719

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AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Focus Partners Wealth
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
GI
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ausdal Financial Partners's CLOZ Position: Q1 2026 in Review

Ausdal Financial Partners sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 19,220 shares — an estimated $509K sold.

Ausdal Financial Partners first reported a position in CLOZ in Q3 2025 and held it in 2 quarters. The position peaked at $509K in Q4 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Ausdal Financial Partners reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Ausdal Financial Partners sold 19,220 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $509K.
  • Ausdal Financial Partners first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and held it in 2 quarters.
  • Ausdal Financial Partners's Panagram BBB-B CLO ETF position peaked at $509K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.