IPW
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
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

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

Impact Partnership Wealth's CLOZ Position: Q2 2026 in Review

Impact Partnership Wealth increased its Panagram BBB-B CLO ETF (CLOZ) stake by 31% in Q2 2026, buying an estimated $683K and bringing the position to 110,679 shares worth $2.92M. The position accounts for 0.28% of the portfolio, ranked #43.

Impact Partnership Wealth first reported a position in CLOZ in Q2 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Impact Partnership Wealth held 110,679 shares of Panagram BBB-B CLO ETF worth $2.92M as of Q2 2026.
  • Impact Partnership Wealth bought 26,029 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $683K.
  • Panagram BBB-B CLO ETF made up 0.28% of Impact Partnership Wealth's portfolio in Q2 2026, its #43 holding.
  • Impact Partnership Wealth first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.