Impact Partnership Wealth
CLOZ icon

Impact Partnership Wealth’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Impact Partnership Wealth’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 		$3.19M Buy
121,160
+10,481
+9% +$275K 0.28% 49
2026
Q2 		$2.92M Buy
110,679
+26,029
+31% +$683K 0.28% 43
2026
Q1 		$2.17M Buy
84,650
+18,679
+28% +$490K 0.27% 47
2025
Q4 		$1.75M Buy
65,971
+5,710
+9% +$152K 0.22% 50
2025
Q3 		$1.62M Buy
60,261
+32,679
+118% +$876K 0.24% 42
2025
Q2 		$738K Buy
+27,582
New +$729K 0.14% 79

Other funds holding CLOZ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 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

Impact Partnership Wealth's CLOZ Position: Q3 2026 in Review

Impact Partnership Wealth increased its Panagram BBB-B CLO ETF (CLOZ) stake by 9.5% in Q3 2026, buying an estimated $275K and bringing the position to 121,160 shares worth $3.19M. The position accounts for 0.28% of the portfolio, ranked #49.

Impact Partnership Wealth first reported a position in CLOZ in Q2 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

  • Impact Partnership Wealth held 121,160 shares of Panagram BBB-B CLO ETF worth $3.19M as of Q3 2026.
  • Impact Partnership Wealth bought 10,481 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $275K.
  • Panagram BBB-B CLO ETF made up 0.28% of Impact Partnership Wealth's portfolio in Q3 2026, its #49 holding.
  • Impact Partnership Wealth first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.