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Estate Planners Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Estate Planners 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 		$20.4M Buy
772,217
+16,051
+2% +$421K 9.23% 4
2026
Q1 		$19.4M Buy
756,166
+11,197
+2% +$294K 9.32% 3
2025
Q4 		$19.7M Buy
+744,969
New +$19.8M 8.55% 3

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Estate Planners Group's CLOZ Position: Q2 2026 in Review

Estate Planners Group increased its Panagram BBB-B CLO ETF (CLOZ) stake by 2.1% in Q2 2026, buying an estimated $421K and bringing the position to 772,217 shares worth $20.4M. The position accounts for 9.23% of the portfolio, ranked #4.

Estate Planners Group first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Estate Planners Group held 772,217 shares of Panagram BBB-B CLO ETF worth $20.4M as of Q2 2026.
  • Estate Planners Group bought 16,051 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $421K.
  • Panagram BBB-B CLO ETF made up 9.23% of Estate Planners Group's portfolio in Q2 2026, its #4 holding.
  • Estate Planners Group first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.