Client First Investment Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Client First Investment Management’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	$2.97M	Buy	+112,467	New	+$2.95M	1.25%	11

Other funds holding CLOZ

AAP

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

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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Client First Investment Management's CLOZ Position: Q2 2026 in Review

Client First Investment Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 112,467 shares worth $2.97M. The stake represents 1.25% of the portfolio and ranks #11 among its holdings.

93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

Client First Investment Management held 112,467 shares of Panagram BBB-B CLO ETF worth $2.97M as of Q2 2026.
Panagram BBB-B CLO ETF was a new Client First Investment Management position in Q2 2026.
Panagram BBB-B CLO ETF made up 1.25% of Client First Investment Management's portfolio in Q2 2026, its #11 holding.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Client First Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.