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Fortis Group Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Fortis Group 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
Q1 		– Sell
-16,536
Closed -$443K – 589
2025
Q4 		$443K Buy
+16,536
New +$440K 0.07% 209
2025
Q2 		– Sell
-109,777
Closed -$2.92M – 532
2025
Q1 		$2.92M Buy
+109,777
New +$2.96M 0.57% 54

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fortis Group Advisors's CLOZ Position: Q1 2026 in Review

Fortis Group Advisors sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 16,536 shares — an estimated $443K sold.

Fortis Group Advisors first reported a position in CLOZ in Q1 2025 and held it in 2 quarters. The position peaked at $2.92M in Q1 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Fortis Group Advisors reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 16,536 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $443K.
  • Fortis Group Advisors first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and held it in 2 quarters.
  • Fortis Group Advisors's Panagram BBB-B CLO ETF position peaked at $2.92M in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.