Commonwealth Equity Services
CLOZ icon

Commonwealth Equity Services’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Commonwealth Equity Services’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 		$322K Sell
12,205
-1,072
-8% -$28.1K ﹤0.01% 3706
2026
Q1 		$341K Sell
13,277
-3,648
-22% -$95.6K ﹤0.01% 3558
2025
Q4 		$448K Buy
16,925
+2,716
+19% +$72.2K ﹤0.01% 3265
2025
Q3 		$381K Buy
14,209
+3,384
+31% +$90.7K ﹤0.01% 3412
2025
Q2 		$289K Sell
10,825
-21,990
-67% -$581K ﹤0.01% 3617
2025
Q1 		$872K Buy
+32,815
New +$885K ﹤0.01% 2572

Other funds holding CLOZ

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
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 $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services's CLOZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 8.1% in Q2 2026, selling an estimated $28.1K and leaving 12,205 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

Commonwealth Equity Services first reported a position in CLOZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $872K in Q1 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Commonwealth Equity Services held 12,205 shares of Panagram BBB-B CLO ETF worth $322K as of Q2 2026.
  • Commonwealth Equity Services sold 1,072 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $28.1K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3706 holding.
  • Commonwealth Equity Services first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Commonwealth Equity Services's Panagram BBB-B CLO ETF position peaked at $872K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.