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CLOZ icon

Gradient Investments’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Gradient Investments’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 		$8M Buy
302,753
+8,563
+3% +$225K 0.11% 158
2026
Q1 		$7.55M Buy
294,190
+8,612
+3% +$226K 0.12% 164
2025
Q4 		$7.56M Buy
285,578
+4,914
+2% +$131K 0.12% 162
2025
Q3 		$7.53M Sell
280,664
-213,966
-43% -$5.74M 0.13% 156
2025
Q2 		$13.2M Buy
494,630
+7,342
+2% +$194K 0.24% 123
2025
Q1 		$12.9M Buy
487,288
+30,365
+7% +$819K 0.26% 120
2024
Q4 		$12.3M Buy
456,923
+28,512
+7% +$767K 0.25% 124
2024
Q3 		$11.5M Buy
428,411
+26,647
+7% +$715K 0.24% 126
2024
Q2 		$10.8M Buy
401,764
+218,160
+119% +$5.85M 0.24% 124
2024
Q1 		$4.92M Buy
183,604
+27,098
+17% +$721K 0.11% 140
2023
Q4 		$4.13M Buy
+156,506
New +$4.1M 0.1% 152

Other funds holding CLOZ

GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Gradient Investments's CLOZ Position: Q2 2026 in Review

Gradient Investments increased its Panagram BBB-B CLO ETF (CLOZ) stake by 2.9% in Q2 2026, buying an estimated $225K and bringing the position to 302,753 shares worth $8M. The position accounts for 0.11% of the portfolio, ranked #158.

Gradient Investments first reported a position in CLOZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q2 2025. 12 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Gradient Investments held 302,753 shares of Panagram BBB-B CLO ETF worth $8M as of Q2 2026.
  • Gradient Investments bought 8,563 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $225K.
  • Panagram BBB-B CLO ETF made up 0.11% of Gradient Investments's portfolio in Q2 2026, its #158 holding.
  • Gradient Investments first reported a position in Panagram BBB-B CLO ETF in Q4 2023 and has held it in 11 quarters since.
  • Gradient Investments's Panagram BBB-B CLO ETF position peaked at $13.2M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.