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Insigneo Advisory Services’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Insigneo Advisory Services’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 		$2.17M Buy
+82,276
New +$2.16M 0.08% 179
2026
Q1 		– Sell
-9,363
Closed -$248K – 766
2025
Q4 		$248K Buy
+9,363
New +$249K 0.02% 578

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

Insigneo Advisory Services's CLOZ Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 82,276 shares worth $2.17M. The stake represents 0.08% of the portfolio and ranks #179 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in CLOZ as recently as Q4 2025.

Insigneo Advisory Services first reported a position in CLOZ in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Insigneo Advisory Services held 82,276 shares of Panagram BBB-B CLO ETF worth $2.17M as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Insigneo Advisory Services position in Q2 2026.
  • Panagram BBB-B CLO ETF made up 0.08% of Insigneo Advisory Services's portfolio in Q2 2026, its #179 holding.
  • Insigneo Advisory Services first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.