Goldman Sachs
CLOZ icon

Goldman Sachs’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Goldman Sachs’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 		$911K Buy
+34,486
New +$905K ﹤0.01% 5299
2026
Q1 		– Sell
-603,013
Closed -$16M – 6552
2025
Q4 		$16M Sell
603,013
-824,810
-58% -$21.9M ﹤0.01% 2599
2025
Q3 		$38.3M Buy
1,427,823
+254,988
+22% +$6.84M ﹤0.01% 1651
2025
Q2 		$31.4M Buy
1,172,835
+964,385
+463% +$25.5M ﹤0.01% 1715
2025
Q1 		$5.54M Buy
+208,450
New +$5.62M ﹤0.01% 3253

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Goldman Sachs's CLOZ Position: Q2 2026 in Review

Goldman Sachs opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 34,486 shares worth $911K. The stake represents ﹤0.01% of the portfolio and ranks #5299 among its holdings. This is a return to the name: Goldman Sachs previously reported a position in CLOZ as recently as Q4 2025.

Goldman Sachs first reported a position in CLOZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $38.3M in Q3 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Goldman Sachs held 34,486 shares of Panagram BBB-B CLO ETF worth $911K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Goldman Sachs position in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #5299 holding.
  • Goldman Sachs first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Goldman Sachs's Panagram BBB-B CLO ETF position peaked at $38.3M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.