Capital A Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Capital A Wealth Management’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
2025 Q2	$12.9K	Buy	+488	New	+$12.9K	0.14%	176

Other funds holding CLOZ

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Capital A Wealth Management's CLOZ Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2025: 488 shares worth $12.9K. The stake represents 0.14% of the portfolio and ranks #176 among its holdings.

85 funds tracked by Wall St. Rank hold CLOZ as of Q2 2025.

Capital A Wealth Management held 488 shares of Panagram BBB-B CLO ETF worth $12.9K as of Q2 2025.
Panagram BBB-B CLO ETF was a new Capital A Wealth Management position in Q2 2025.
Panagram BBB-B CLO ETF made up 0.14% of Capital A Wealth Management's portfolio in Q2 2025, its #176 holding.
85 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.