LPL Financial
CLOZ icon

LPL Financial’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

LPL Financial’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 		$9.65M Buy
365,239
+310,797
+571% +$8.16M ﹤0.01% 2182
2026
Q1 		$1.4M Sell
54,442
-528,902
-91% -$13.9M ﹤0.01% 3844
2025
Q4 		$15.4M Buy
+583,344
New +$15.5M ﹤0.01% 1586

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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

LPL Financial's CLOZ Position: Q2 2026 in Review

LPL Financial increased its Panagram BBB-B CLO ETF (CLOZ) stake by 571% in Q2 2026, buying an estimated $8.16M and bringing the position to 365,239 shares worth $9.65M. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

LPL Financial first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.4M in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • LPL Financial held 365,239 shares of Panagram BBB-B CLO ETF worth $9.65M as of Q2 2026.
  • LPL Financial bought 310,797 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $8.16M.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2182 holding.
  • LPL Financial first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • LPL Financial's Panagram BBB-B CLO ETF position peaked at $15.4M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.