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
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

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors's CLOZ Position: Q1 2026 in Review

HighTower Advisors sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 106,885 shares — an estimated $2.83M sold.

HighTower Advisors first reported a position in CLOZ in Q1 2025 and held it in 4 quarters. The position peaked at $3.46M in Q3 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • HighTower Advisors reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • HighTower Advisors sold 106,885 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $2.83M.
  • HighTower Advisors first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and held it in 4 quarters.
  • HighTower Advisors's Panagram BBB-B CLO ETF position peaked at $3.46M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.