JY
CLOZ icon

Jeff Yass’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Jeff Yass’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 		– Sell
-69,836
Closed -$1.79M – 13500
2026
Q1 		$1.79M Buy
+69,836
New +$1.83M ﹤0.01% 6425
2025
Q2 		– Sell
-16,672
Closed -$443K – 12757
2025
Q1 		$443K Buy
+16,672
New +$450K ﹤0.01% 9161

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

Jeff Yass's CLOZ Position: Q2 2026 in Review

Jeff Yass sold out of Panagram BBB-B CLO ETF (CLOZ) in Q2 2026, closing a stake of 69,836 shares — an estimated $1.79M sold.

Jeff Yass first reported a position in CLOZ in Q1 2025 and held it in 2 quarters. The position peaked at $1.79M in Q1 2026. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Jeff Yass reported no remaining Panagram BBB-B CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 69,836 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $1.79M.
  • Jeff Yass first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and held it in 2 quarters.
  • Jeff Yass's Panagram BBB-B CLO ETF position peaked at $1.79M in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.