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 Q3	$498K	Buy	18,921 +1,493	+9%	+$39.2K	0.2%	91
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

Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

Darden Wealth Group's CLOZ Position: Q3 2026 in Review

Darden Wealth Group increased its Panagram BBB-B CLO ETF (CLOZ) stake by 8.6% in Q3 2026, buying an estimated $39.2K and bringing the position to 18,921 shares worth $498K. The position accounts for 0.2% of the portfolio, ranked #91.

Darden Wealth Group first reported a position in CLOZ in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 48 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

Darden Wealth Group held 18,921 shares of Panagram BBB-B CLO ETF worth $498K as of Q3 2026.
Darden Wealth Group bought 1,493 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $39.2K.
Panagram BBB-B CLO ETF made up 0.2% of Darden Wealth Group's portfolio in Q3 2026, its #91 holding.
Darden Wealth Group first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 6 quarters since.
Darden Wealth Group's Panagram BBB-B CLO ETF position peaked at $1.67M in Q4 2025.
48 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.