IWS
CLOZ icon

Insight Wealth Strategies’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Insight Wealth Strategies’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
-10,091
Closed -$267K – 180
2025
Q4 		$267K Buy
10,091
+189
+2% +$5.03K 0.03% 152
2025
Q3 		$266K Buy
9,902
+184
+2% +$4.93K 0.03% 153
2025
Q2 		$260K Buy
9,718
+201
+2% +$5.32K 0.03% 147
2025
Q1 		$253K Buy
9,517
+178
+2% +$4.8K 0.03% 140
2024
Q4 		$252K Buy
+9,339
New +$251K 0.03% 139

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 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 $2.23B AUM 11.22% 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

Insight Wealth Strategies's CLOZ Position: Q1 2026 in Review

Insight Wealth Strategies sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 10,091 shares — an estimated $267K sold.

Insight Wealth Strategies first reported a position in CLOZ in Q4 2024 and held it in 5 quarters. The position peaked at $267K in Q4 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Insight Wealth Strategies reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 10,091 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $267K.
  • Insight Wealth Strategies first reported a position in Panagram BBB-B CLO ETF in Q4 2024 and held it in 5 quarters.
  • Insight Wealth Strategies's Panagram BBB-B CLO ETF position peaked at $267K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Insight Wealth Strategies's 13F filing for Q1 2026, filed 10 Apr 2026.