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CLOZ icon

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

Harbour 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 		$286K Hold
10,827
– – ﹤0.01% 1403
2026
Q1 		$278K Sell
10,827
-1,549
-13% -$40.6K ﹤0.01% 1356
2025
Q4 		$328K Buy
12,376
+27
+0.2% +$718 0.01% 1047
2025
Q3 		$331K Buy
12,349
+592
+5% +$15.9K 0.01% 1003
2025
Q2 		$314K Hold
11,757
– – 0.01% 971
2025
Q1 		$312K Buy
11,757
+1,177
+11% +$31.7K 0.01% 905
2024
Q4 		$285K Hold
10,580
– – 0.01% 888
2024
Q3 		$284K Hold
10,580
– – 0.01% 871
2024
Q2 		$285K Buy
+10,580
New +$284K 0.01% 811

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

Harbour Investments's CLOZ Position: Q2 2026 in Review

Harbour Investments held its Panagram BBB-B CLO ETF (CLOZ) position steady in Q2 2026 at 10,827 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Harbour Investments first reported a position in CLOZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q3 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Harbour Investments held 10,827 shares of Panagram BBB-B CLO ETF worth $286K as of Q2 2026.
  • Harbour Investments left its Panagram BBB-B CLO ETF share count unchanged in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1403 holding.
  • Harbour Investments first reported a position in Panagram BBB-B CLO ETF in Q2 2024 and has held it in 9 quarters since.
  • Harbour Investments's Panagram BBB-B CLO ETF position peaked at $331K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.