CFIM
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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
Q3 		– Sell
-112,467
Closed -$2.97M – 25
2026
Q2 		$2.97M Buy
+112,467
New +$2.95M 1.25% 11

Other funds holding CLOZ

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Client First Investment Management's CLOZ Position: Q3 2026 in Review

Client First Investment Management sold out of Panagram BBB-B CLO ETF (CLOZ) in Q3 2026, closing a stake of 112,467 shares — an estimated $2.97M sold.

Client First Investment Management first reported a position in CLOZ in Q2 2026 and held it in 1 quarter. The position peaked at $2.97M in Q2 2026. 11 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

  • Client First Investment Management reported no remaining Panagram BBB-B CLO ETF position as of Q3 2026 after selling out during the quarter.
  • Client First Investment Management sold 112,467 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $2.97M.
  • Client First Investment Management first reported a position in Panagram BBB-B CLO ETF in Q2 2026 and held it in 1 quarter.
  • Client First Investment Management's Panagram BBB-B CLO ETF position peaked at $2.97M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Client First Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.