Chris Bulman’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Chris Bulman’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 Q4	–	Sell	-8,248	Closed	-$221K	–	153
2025 Q3	$221K	Buy	+8,248	New	+$221K	0.11%	126
2025 Q2	–	Sell	-9,856	Closed	-$262K	–	127
2025 Q1	$262K	Hold	9,856	–	–	0.17%	99
2024 Q4	$266K	Buy	+9,856	New	+$265K	0.17%	100
2024 Q3	–	Sell	-324	Closed	-$8.73K	–	168
2024 Q2	$8.73K	Buy	+324	New	+$8.69K	0.01%	303

Other funds holding CLOZ

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

SBLIC

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Chris Bulman's CLOZ Position: Q4 2025 in Review

Chris Bulman sold out of Panagram BBB-B CLO ETF (CLOZ) in Q4 2025, closing a stake of 8,248 shares — an estimated $221K sold.

Chris Bulman first reported a position in CLOZ in Q2 2024 and held it in 4 quarters. The position peaked at $266K in Q4 2024. 108 funds tracked by Wall St. Rank hold CLOZ as of Q4 2025.

Chris Bulman reported no remaining Panagram BBB-B CLO ETF position as of Q4 2025 after selling out during the quarter.
Chris Bulman sold 8,248 Panagram BBB-B CLO ETF shares in Q4 2025, an estimated $221K.
Chris Bulman first reported a position in Panagram BBB-B CLO ETF in Q2 2024 and held it in 4 quarters.
Chris Bulman's Panagram BBB-B CLO ETF position peaked at $266K in Q4 2024.
108 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q4 2025.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.