Cerity Partners
CLOZ icon

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

Cerity 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
-8,262
Closed -$212K – 3435
2026
Q1 		$212K Buy
+8,262
New +$217K ﹤0.01% 2853
2024
Q4 		– Sell
-15,153
Closed -$407K – 2460
2024
Q3 		$407K Buy
15,153
+333
+2% +$8.94K ﹤0.01% 1893
2024
Q2 		$399K Buy
+14,820
New +$398K ﹤0.01% 1656

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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 $2.24B AUM 8.38% 1-Year Est. Return

Cerity Partners's CLOZ Position: Q2 2026 in Review

Cerity Partners sold out of Panagram BBB-B CLO ETF (CLOZ) in Q2 2026, closing a stake of 8,262 shares — an estimated $212K sold.

Cerity Partners first reported a position in CLOZ in Q2 2024 and held it in 3 quarters. The position peaked at $407K in Q3 2024. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Cerity Partners reported no remaining Panagram BBB-B CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Cerity Partners sold 8,262 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $212K.
  • Cerity Partners first reported a position in Panagram BBB-B CLO ETF in Q2 2024 and held it in 3 quarters.
  • Cerity Partners's Panagram BBB-B CLO ETF position peaked at $407K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.