LWL
CLOZ icon

Leo Wealth LLC’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Leo Wealth LLC’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 		$253K Buy
+9,850
New +$258K 0.02% 393

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

Leo Wealth LLC's CLOZ Position: Q1 2026 in Review

Leo Wealth LLC opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q1 2026: 9,850 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings.

88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Leo Wealth LLC held 9,850 shares of Panagram BBB-B CLO ETF worth $253K as of Q1 2026.
  • Panagram BBB-B CLO ETF was a new Leo Wealth LLC position in Q1 2026.
  • Panagram BBB-B CLO ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #393 holding.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.