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Crestwood Advisors Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Crestwood Advisors Group’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 		$201K Buy
+7,590
New +$199K ﹤0.01% 836

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

Crestwood Advisors Group's CLOZ Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 7,590 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

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

  • Crestwood Advisors Group held 7,590 shares of Panagram BBB-B CLO ETF worth $201K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Crestwood Advisors Group position in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #836 holding.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.