DWG
CLOZ icon

Darden Wealth Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Darden Wealth 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 		$460K Buy
17,428
+3,960
+29% +$104K 0.18% 100
2026
Q1 		$345K Sell
13,468
-49,667
-79% -$1.3M 0.18% 106
2025
Q4 		$1.67M Buy
63,135
+9,668
+18% +$257K 0.81% 25
2025
Q3 		$1.43M Buy
53,467
+34,917
+188% +$936K 0.75% 32
2025
Q2 		$496K Buy
+18,550
New +$491K 0.3% 71

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

Darden Wealth Group's CLOZ Position: Q2 2026 in Review

Darden Wealth Group increased its Panagram BBB-B CLO ETF (CLOZ) stake by 29% in Q2 2026, buying an estimated $104K and bringing the position to 17,428 shares worth $460K. The position accounts for 0.18% of the portfolio, ranked #100.

Darden Wealth Group first reported a position in CLOZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Darden Wealth Group held 17,428 shares of Panagram BBB-B CLO ETF worth $460K as of Q2 2026.
  • Darden Wealth Group bought 3,960 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $104K.
  • Panagram BBB-B CLO ETF made up 0.18% of Darden Wealth Group's portfolio in Q2 2026, its #100 holding.
  • Darden Wealth Group first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Darden Wealth Group's Panagram BBB-B CLO ETF position peaked at $1.67M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.