Focus Partners Advisor Solutions’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Focus Partners Advisor 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 Q3	$882K	Buy	+33,548	New	+$882K	0.01%	746

Other funds holding CLOZ

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

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

Mariner Overland Park, Kansas $100B AUM 26.06% 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

Focus Partners Advisor Solutions's CLOZ Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q3 2026: 33,548 shares worth $882K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings.

67 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

Focus Partners Advisor Solutions held 33,548 shares of Panagram BBB-B CLO ETF worth $882K as of Q3 2026.
Panagram BBB-B CLO ETF was a new Focus Partners Advisor Solutions position in Q3 2026.
Panagram BBB-B CLO ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #746 holding.
67 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.