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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

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 31.84% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 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
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 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

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. 20 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.
  • 20 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.