Cambridge Investment Research Advisors
CLOZ icon

Cambridge Investment Research Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Cambridge Investment Research Advisors’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 		$525K Sell
20,477
-6,917
-25% -$181K ﹤0.01% 2754
2025
Q4 		$725K Buy
27,394
+6,129
+29% +$163K ﹤0.01% 2385
2025
Q3 		$570K Buy
21,265
+9,914
+87% +$266K ﹤0.01% 2546
2025
Q2 		$304K Sell
11,351
-17,908
-61% -$474K ﹤0.01% 2966
2025
Q1 		$777K Buy
+29,259
New +$789K ﹤0.01% 2057

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Morgan Stanley
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
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 $2.07B AUM 4.33% 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

Cambridge Investment Research Advisors's CLOZ Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 25% in Q1 2026, selling an estimated $181K and leaving 20,477 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #2754.

Cambridge Investment Research Advisors first reported a position in CLOZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $777K in Q1 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Cambridge Investment Research Advisors held 20,477 shares of Panagram BBB-B CLO ETF worth $525K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 6,917 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $181K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2754 holding.
  • Cambridge Investment Research Advisors first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Cambridge Investment Research Advisors's Panagram BBB-B CLO ETF position peaked at $777K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.