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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
Q2 		$810K Buy
+30,641
New +$804K 0.03% 473
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

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 $2.23B AUM 11.22% 1-Year Est. Return

Ausdal Financial Partners's CLOZ Position: Q2 2026 in Review

Ausdal Financial Partners opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 30,641 shares worth $810K. The stake represents 0.03% of the portfolio and ranks #473 among its holdings. This is a return to the name: Ausdal Financial Partners previously reported a position in CLOZ as recently as Q4 2025.

Ausdal Financial Partners first reported a position in CLOZ in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Ausdal Financial Partners held 30,641 shares of Panagram BBB-B CLO ETF worth $810K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Ausdal Financial Partners position in Q2 2026.
  • Panagram BBB-B CLO ETF made up 0.03% of Ausdal Financial Partners's portfolio in Q2 2026, its #473 holding.
  • Ausdal Financial Partners first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.