GWM
CLOZ icon

GK Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

GK Wealth Management’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 		$8.49K Buy
+323
New +$8.49K ﹤0.01% 912

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

GK Wealth Management's CLOZ Position: Q3 2026 in Review

GK Wealth Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q3 2026: 323 shares worth $8.49K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

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

  • GK Wealth Management held 323 shares of Panagram BBB-B CLO ETF worth $8.49K as of Q3 2026.
  • Panagram BBB-B CLO ETF was a new GK Wealth Management position in Q3 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of GK Wealth Management's portfolio in Q3 2026, its #912 holding.
  • 9 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.