J2 Capital Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

J2 Capital Management’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	$6.82M	Buy	+259,310	New	+$6.82M	4.32%	5

Other funds holding CLOZ

Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

J2 Capital Management's CLOZ Position: Q3 2026 in Review

J2 Capital Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q3 2026: 259,310 shares worth $6.82M. The stake represents 4.32% of the portfolio and ranks #5 among its holdings.

48 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

J2 Capital Management held 259,310 shares of Panagram BBB-B CLO ETF worth $6.82M as of Q3 2026.
Panagram BBB-B CLO ETF was a new J2 Capital Management position in Q3 2026.
Panagram BBB-B CLO ETF made up 4.32% of J2 Capital Management's portfolio in Q3 2026, its #5 holding.
48 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.