Koshinski Asset Management
CLOZ icon

Koshinski Asset Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Koshinski Asset 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
Q1 		– Sell
-12,219
Closed -$324K – 732
2025
Q4 		$324K Sell
12,219
-3,092
-20% -$82.2K 0.02% 538
2025
Q3 		$411K Buy
15,311
+2,509
+20% +$67.3K 0.03% 476
2025
Q2 		$342K Buy
+12,802
New +$339K 0.03% 496

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 $1.89T AUM 35.08% 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 $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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 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 $120B AUM 27.84% 1-Year Est. Return

Koshinski Asset Management's CLOZ Position: Q1 2026 in Review

Koshinski Asset Management sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 12,219 shares — an estimated $324K sold.

Koshinski Asset Management first reported a position in CLOZ in Q2 2025 and held it in 3 quarters. The position peaked at $411K in Q3 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Koshinski Asset Management reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Koshinski Asset Management sold 12,219 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $324K.
  • Koshinski Asset Management first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and held it in 3 quarters.
  • Koshinski Asset Management's Panagram BBB-B CLO ETF position peaked at $411K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.