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CLOZ icon

Guardian Financial Partners’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Guardian Financial Partners’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 		$20.4M Buy
770,855
+41,716
+6% +$1.09M 7.93% 2
2026
Q1 		$18.7M Sell
729,139
-6,680
-0.9% -$175K 7.9% 2
2025
Q4 		$19.5M Sell
735,819
-37,602
-5% -$1,000K 8.22% 1
2025
Q3 		$20.7M Buy
773,421
+1,380
+0.2% +$37K 8.75% 2
2025
Q2 		$20.6M Buy
772,041
+15,001
+2% +$397K 9.27% 1
2025
Q1 		$20.1M Buy
757,040
+51,907
+7% +$1.4M 9.62% 1
2024
Q4 		$19M Buy
705,133
+37,493
+6% +$1.01M 11.29% 2
2024
Q3 		$17.9M Buy
667,640
+10,022
+2% +$269K 11.22% 2
2024
Q2 		$17.7M Buy
657,618
+34,949
+6% +$938K 11.75% 2
2024
Q1 		$16.7M Buy
622,669
+216,455
+53% +$5.76M 11.44% 2
2023
Q4 		$10.7M Buy
406,214
+45,363
+13% +$1.19M 8.8% 3
2023
Q3 		$9.43M Buy
+360,851
New +$9.37M 8.87% 3

Other funds holding CLOZ

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

Guardian Financial Partners's CLOZ Position: Q2 2026 in Review

Guardian Financial Partners increased its Panagram BBB-B CLO ETF (CLOZ) stake by 5.7% in Q2 2026, buying an estimated $1.09M and bringing the position to 770,855 shares worth $20.4M. The position accounts for 7.93% of the portfolio, ranked #2.

Guardian Financial Partners first reported a position in CLOZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.7M in Q3 2025. 12 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Guardian Financial Partners held 770,855 shares of Panagram BBB-B CLO ETF worth $20.4M as of Q2 2026.
  • Guardian Financial Partners bought 41,716 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $1.09M.
  • Panagram BBB-B CLO ETF made up 7.93% of Guardian Financial Partners's portfolio in Q2 2026, its #2 holding.
  • Guardian Financial Partners first reported a position in Panagram BBB-B CLO ETF in Q3 2023 and has held it in 12 quarters since.
  • Guardian Financial Partners's Panagram BBB-B CLO ETF position peaked at $20.7M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Guardian Financial Partners's 13F filing for Q2 2026, filed 15 Jul 2026.