EFS
CLOZ icon

Essex Financial Services’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Essex Financial 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
Q1 		– Sell
-32,962
Closed -$873K – 802
2025
Q4 		$873K Buy
32,962
+10,472
+47% +$278K 0.05% 313
2025
Q3 		$603K Buy
+22,490
New +$603K 0.04% 379

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Essex Financial Services's CLOZ Position: Q1 2026 in Review

Essex Financial Services sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 32,962 shares — an estimated $873K sold.

Essex Financial Services first reported a position in CLOZ in Q3 2025 and held it in 2 quarters. The position peaked at $873K in Q4 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Essex Financial Services reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 32,962 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $873K.
  • Essex Financial Services first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and held it in 2 quarters.
  • Essex Financial Services's Panagram BBB-B CLO ETF position peaked at $873K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.