Carson Wealth (CWM LLC)
CLOZ icon

Carson Wealth (CWM LLC)’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Carson Wealth (CWM LLC)’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 		$5.05K Sell
197
-149
-43% -$3.91K ﹤0.01% 5021
2025
Q4 		$9K Sell
346
-59
-15% -$1.57K ﹤0.01% 4586
2025
Q3 		$11K Buy
405
+208
+106% +$5.58K ﹤0.01% 4421
2025
Q2 		$5K Buy
+197
New +$5.21K ﹤0.01% 4591

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

Carson Wealth (CWM LLC)'s CLOZ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 43% in Q1 2026, selling an estimated $3.91K and leaving 197 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #5021.

Carson Wealth (CWM LLC) first reported a position in CLOZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $11K in Q3 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 197 shares of Panagram BBB-B CLO ETF worth $5.05K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 149 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $3.91K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5021 holding.
  • Carson Wealth (CWM LLC) first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Panagram BBB-B CLO ETF position peaked at $11K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.