Jim Simons
CLOZ icon

Jim Simons’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Jim Simons’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
Q1 		– Sell
-44,256
Closed -$1.17M – 3308
2025
Q4 		$1.17M Sell
44,256
-131,076
-75% -$3.49M ﹤0.01% 2185
2025
Q3 		$4.7M Buy
175,332
+71,805
+69% +$1.92M 0.01% 1540
2025
Q2 		$2.77M Buy
+103,527
New +$2.74M ﹤0.01% 1907

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jim Simons's CLOZ Position: Q1 2026 in Review

Jim Simons sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 44,256 shares — an estimated $1.17M sold.

Jim Simons first reported a position in CLOZ in Q2 2025 and held it in 3 quarters. The position peaked at $4.7M in Q3 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Jim Simons reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 44,256 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $1.17M.
  • Jim Simons first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and held it in 3 quarters.
  • Jim Simons's Panagram BBB-B CLO ETF position peaked at $4.7M in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.