MWM
CLOZ icon

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

Maridea 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 		$1.06M Sell
40,285
-1,757
-4% -$46.1K 0.12% 189
2026
Q1 		$1.08M Sell
42,042
-67,479
-62% -$1.77M 0.16% 156
2025
Q4 		$2.9M Buy
109,521
+25,524
+30% +$679K 0.44% 57
2025
Q3 		$2.23M Buy
+83,997
New +$2.25M 0.35% 70

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 $2.23B AUM 11.22% 1-Year Est. Return

Maridea Wealth Management's CLOZ Position: Q2 2026 in Review

Maridea Wealth Management reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 4.2% in Q2 2026, selling an estimated $46.1K and leaving 40,285 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #189.

Maridea Wealth Management first reported a position in CLOZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Maridea Wealth Management held 40,285 shares of Panagram BBB-B CLO ETF worth $1.06M as of Q2 2026.
  • Maridea Wealth Management sold 1,757 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $46.1K.
  • Panagram BBB-B CLO ETF made up 0.12% of Maridea Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Maridea Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Maridea Wealth Management's Panagram BBB-B CLO ETF position peaked at $2.9M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.