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Inspire Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Inspire 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
Q2 		$5.29M Buy
200,146
+151,743
+313% +$3.98M 0.37% 26
2026
Q1 		$1.24M Buy
48,403
+1,643
+4% +$43.1K 0.1% 157
2025
Q4 		$1.24M Buy
46,760
+18,702
+67% +$497K 0.11% 130
2025
Q3 		$753K Buy
+28,058
New +$752K 0.07% 206
2025
Q2 		– Sell
-149,203
Closed -$3.96M – 509
2025
Q1 		$3.96M Buy
+149,203
New +$4.02M 0.46% 23

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

Inspire Advisors's CLOZ Position: Q2 2026 in Review

Inspire Advisors increased its Panagram BBB-B CLO ETF (CLOZ) stake by 313% in Q2 2026, buying an estimated $3.98M and bringing the position to 200,146 shares worth $5.29M. The position accounts for 0.37% of the portfolio, ranked #26.

Inspire Advisors first reported a position in CLOZ in Q1 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Inspire Advisors held 200,146 shares of Panagram BBB-B CLO ETF worth $5.29M as of Q2 2026.
  • Inspire Advisors bought 151,743 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $3.98M.
  • Panagram BBB-B CLO ETF made up 0.37% of Inspire Advisors's portfolio in Q2 2026, its #26 holding.
  • Inspire Advisors first reported a position in Panagram BBB-B CLO ETF in Q1 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 Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.