Janney Montgomery Scott
CLOZ icon

Janney Montgomery Scott’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Janney Montgomery Scott’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 		$200K Buy
+7,576
New +$199K ﹤0.01% 2994
2026
Q1 		– Sell
-47,966
Closed -$1.27M – 2794
2025
Q4 		$1.27M Buy
+47,966
New +$1.28M ﹤0.01% 1596

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

Janney Montgomery Scott's CLOZ Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 7,576 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2994 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in CLOZ as recently as Q4 2025.

Janney Montgomery Scott first reported a position in CLOZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Janney Montgomery Scott held 7,576 shares of Panagram BBB-B CLO ETF worth $200K as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new Janney Montgomery Scott position in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2994 holding.
  • Janney Montgomery Scott first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • Janney Montgomery Scott's Panagram BBB-B CLO ETF position peaked at $1.27M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.