CB
CLOZ icon

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 $3.54B AUM 19.14% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $3.16B AUM 19.52% 1-Year Est. Return