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Brooklyn Investment Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Brooklyn Investment Group’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 		$2.1M Buy
81,747
+35,609
+77% +$933K 0.07% 266
2025
Q4 		$1.22M Buy
+46,138
New +$1.23M 0.06% 282

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Brooklyn Investment Group's CLOZ Position: Q1 2026 in Review

Brooklyn Investment Group increased its Panagram BBB-B CLO ETF (CLOZ) stake by 77% in Q1 2026, buying an estimated $933K and bringing the position to 81,747 shares worth $2.1M. The position accounts for 0.07% of the portfolio, ranked #266.

Brooklyn Investment Group first reported a position in CLOZ in Q4 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Brooklyn Investment Group held 81,747 shares of Panagram BBB-B CLO ETF worth $2.1M as of Q1 2026.
  • Brooklyn Investment Group bought 35,609 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $933K.
  • Panagram BBB-B CLO ETF made up 0.07% of Brooklyn Investment Group's portfolio in Q1 2026, its #266 holding.
  • Brooklyn Investment Group first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.