FFA
CLOZ icon

Farther Finance Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Farther Finance Advisors’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 		$2.86M Buy
108,873
+5,915
+6% +$155K 0.02% 616
2026
Q2 		$2.72M Buy
102,958
+1,871
+2% +$49.1K 0.02% 610
2026
Q1 		$2.61M Buy
101,087
+63,245
+167% +$1.66M 0.02% 539
2025
Q4 		$1M Buy
37,842
+27,641
+271% +$735K 0.01% 887
2025
Q3 		$274K Buy
+10,201
New +$273K ﹤0.01% 1437

Other funds holding CLOZ

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Farther Finance Advisors's CLOZ Position: Q3 2026 in Review

Farther Finance Advisors increased its Panagram BBB-B CLO ETF (CLOZ) stake by 5.7% in Q3 2026, buying an estimated $155K and bringing the position to 108,873 shares worth $2.86M. The position accounts for 0.02% of the portfolio, ranked #616.

Farther Finance Advisors first reported a position in CLOZ in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

  • Farther Finance Advisors held 108,873 shares of Panagram BBB-B CLO ETF worth $2.86M as of Q3 2026.
  • Farther Finance Advisors bought 5,915 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $155K.
  • Panagram BBB-B CLO ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #616 holding.
  • Farther Finance Advisors first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.