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Capital Advisor Network’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Capital Advisor Network’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 		$389K Buy
14,737
+10,446
+243% +$274K 0.49% 28
2026
Q1 		$110K Buy
+4,291
New +$112K 0.15% 45

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

Capital Advisor Network's CLOZ Position: Q2 2026 in Review

Capital Advisor Network increased its Panagram BBB-B CLO ETF (CLOZ) stake by 243% in Q2 2026, buying an estimated $274K and bringing the position to 14,737 shares worth $389K. The position accounts for 0.49% of the portfolio, ranked #28.

Capital Advisor Network first reported a position in CLOZ in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Capital Advisor Network held 14,737 shares of Panagram BBB-B CLO ETF worth $389K as of Q2 2026.
  • Capital Advisor Network bought 10,446 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $274K.
  • Panagram BBB-B CLO ETF made up 0.49% of Capital Advisor Network's portfolio in Q2 2026, its #28 holding.
  • Capital Advisor Network first reported a position in Panagram BBB-B CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Capital Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.