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Highline Wealth Partners’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Highline Wealth 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 		$5.28K Buy
+200
New +$5.25K ﹤0.01% 847
2026
Q1 		– Sell
-500
Closed -$13.2K – 1311
2025
Q4 		$13.2K Buy
+500
New +$13.3K ﹤0.01% 336

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

Highline Wealth Partners's CLOZ Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 200 shares worth $5.28K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in CLOZ as recently as Q4 2025.

Highline Wealth Partners first reported a position in CLOZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $13.2K in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Highline Wealth Partners held 200 shares of Panagram BBB-B CLO ETF worth $5.28K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Highline Wealth Partners position in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #847 holding.
  • Highline Wealth Partners first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • Highline Wealth Partners's Panagram BBB-B CLO ETF position peaked at $13.2K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

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