Focus Partners Wealth
CLOZ icon

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

Focus Partners Wealth’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 		$39.2M Buy
1,481,838
+124,044
+9% +$3.26M 0.04% 365
2026
Q1 		$34.8M Buy
1,357,794
+53,460
+4% +$1.4M 0.04% 367
2025
Q4 		$34.7M Buy
+1,304,334
New +$34.7M 0.04% 358

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

Focus Partners Wealth's CLOZ Position: Q2 2026 in Review

Focus Partners Wealth increased its Panagram BBB-B CLO ETF (CLOZ) stake by 9.1% in Q2 2026, buying an estimated $3.26M and bringing the position to 1,481,838 shares worth $39.2M. The position accounts for 0.04% of the portfolio, ranked #365.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 1,481,838 shares of Panagram BBB-B CLO ETF worth $39.2M as of Q2 2026.
  • Focus Partners Wealth bought 124,044 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $3.26M.
  • Panagram BBB-B CLO ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #365 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.