High Point Wealth Management
CLOZ icon

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
Q3 		$4.08K Buy
155
+2
+1% +$53 ﹤0.01% 269
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

Security Benefit Life Insurance Company
Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
J2 Capital Management
J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return
Basso Capital Management
Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return
WESPAC Advisors
WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

High Point Wealth Management's CLOZ Position: Q3 2026 in Review

High Point Wealth Management increased its Panagram BBB-B CLO ETF (CLOZ) stake by 1.3% in Q3 2026, buying an estimated $53 and bringing the position to 155 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

High Point Wealth Management first reported a position in CLOZ in Q4 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

  • High Point Wealth Management held 155 shares of Panagram BBB-B CLO ETF worth $4.08K as of Q3 2026.
  • High Point Wealth Management bought 2 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $53.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of High Point Wealth Management's portfolio in Q3 2026, its #269 holding.
  • High Point Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.