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Carmel Capital Partners’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Carmel Capital 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 		– Sell
-123,439
Closed -$3.17M – 151
2026
Q1 		$3.17M Sell
123,439
-121,390
-50% -$3.18M 1.14% 22
2025
Q4 		$6.48M Buy
244,829
+33,371
+16% +$887K 2.28% 8
2025
Q3 		$5.67M Buy
+211,458
New +$5.67M 2.39% 5

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

Carmel Capital Partners's CLOZ Position: Q2 2026 in Review

Carmel Capital Partners sold out of Panagram BBB-B CLO ETF (CLOZ) in Q2 2026, closing a stake of 123,439 shares — an estimated $3.17M sold.

Carmel Capital Partners first reported a position in CLOZ in Q3 2025 and held it in 3 quarters. The position peaked at $6.48M in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Carmel Capital Partners reported no remaining Panagram BBB-B CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 123,439 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $3.17M.
  • Carmel Capital Partners first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and held it in 3 quarters.
  • Carmel Capital Partners's Panagram BBB-B CLO ETF position peaked at $6.48M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.