HighTower Advisors
CLOZ icon

HighTower Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

HighTower Advisors’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 		$308K Buy
+11,645
New +$306K ﹤0.01% 3194
2026
Q1 		– Sell
-106,885
Closed -$2.83M – 3825
2025
Q4 		$2.83M Sell
106,885
-22,131
-17% -$588K ﹤0.01% 1494
2025
Q3 		$3.46M Buy
129,016
+10,247
+9% +$275K ﹤0.01% 1324
2025
Q2 		$3.18M Buy
118,769
+88,290
+290% +$2.33M ﹤0.01% 1313
2025
Q1 		$810K Buy
+30,479
New +$822K ﹤0.01% 2105

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

HighTower Advisors's CLOZ Position: Q2 2026 in Review

HighTower Advisors opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 11,645 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #3194 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in CLOZ as recently as Q4 2025.

HighTower Advisors first reported a position in CLOZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.46M in Q3 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • HighTower Advisors held 11,645 shares of Panagram BBB-B CLO ETF worth $308K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new HighTower Advisors position in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3194 holding.
  • HighTower Advisors first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • HighTower Advisors's Panagram BBB-B CLO ETF position peaked at $3.46M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.