LOWM
CLOZ icon

Laurel Oak Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Laurel Oak Wealth 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
Q2 		$711K Sell
26,924
-9,574
-26% -$251K 0.1% 159
2026
Q1 		$936K Sell
36,498
-6,500
-15% -$170K 0.16% 113
2025
Q4 		$1.14M Buy
+42,998
New +$1.14M 0.19% 94

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 $2.24B AUM 8.38% 1-Year Est. Return

Laurel Oak Wealth Management's CLOZ Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 26% in Q2 2026, selling an estimated $251K and leaving 26,924 shares worth $711K. The position accounts for 0.1% of the portfolio, ranked #159.

Laurel Oak Wealth Management first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Laurel Oak Wealth Management held 26,924 shares of Panagram BBB-B CLO ETF worth $711K as of Q2 2026.
  • Laurel Oak Wealth Management sold 9,574 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $251K.
  • Panagram BBB-B CLO ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Laurel Oak Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Panagram BBB-B CLO ETF position peaked at $1.14M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.