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

High Point 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
Q2 		$4.04K Buy
153
+3
+2% +$79 ﹤0.01% 237
2026
Q1 		$3.85K Buy
150
+3
+2% +$79 ﹤0.01% 237
2025
Q4 		$3.9K Buy
+147
New +$3.91K ﹤0.01% 229

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

High Point Wealth Management's CLOZ Position: Q2 2026 in Review

High Point Wealth Management increased its Panagram BBB-B CLO ETF (CLOZ) stake by 2% in Q2 2026, buying an estimated $79 and bringing the position to 153 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

High Point Wealth Management first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • High Point Wealth Management held 153 shares of Panagram BBB-B CLO ETF worth $4.04K as of Q2 2026.
  • High Point Wealth Management bought 3 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $79.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of High Point Wealth Management's portfolio in Q2 2026, its #237 holding.
  • High Point Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.