EWS
CLOZ icon

Evergreen Wealth Solutions’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Evergreen Wealth Solutions’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 		$274K Buy
+10,409
New +$273K 0.01% 442

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

Evergreen Wealth Solutions's CLOZ Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 10,409 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

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

  • Evergreen Wealth Solutions held 10,409 shares of Panagram BBB-B CLO ETF worth $274K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Evergreen Wealth Solutions position in Q2 2026.
  • Panagram BBB-B CLO ETF made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #442 holding.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.