Mariner
CLOZ icon

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

Mariner’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 		$17M Buy
642,610
+457,050
+246% +$12M 0.02% 522
2026
Q1 		$4.76M Buy
185,560
+14,054
+8% +$368K 0.01% 1079
2025
Q4 		$4.54M Buy
171,506
+6,482
+4% +$172K 0.01% 1052
2025
Q3 		$4.43M Buy
165,024
+10,248
+7% +$275K 0.01% 991
2025
Q2 		$4.14M Sell
154,776
-78,318
-34% -$2.07M 0.01% 948
2025
Q1 		$6.19M Sell
233,094
-18,480
-7% -$498K 0.01% 738
2024
Q4 		$6.78M Buy
251,574
+17,437
+7% +$469K 0.01% 681
2024
Q3 		$6.29M Buy
+234,137
New +$6.28M 0.01% 705

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Mariner's CLOZ Position: Q2 2026 in Review

Mariner increased its Panagram BBB-B CLO ETF (CLOZ) stake by 246% in Q2 2026, buying an estimated $12M and bringing the position to 642,610 shares worth $17M. The position accounts for 0.02% of the portfolio, ranked #522.

Mariner first reported a position in CLOZ in Q3 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Mariner held 642,610 shares of Panagram BBB-B CLO ETF worth $17M as of Q2 2026.
  • Mariner bought 457,050 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $12M.
  • Panagram BBB-B CLO ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #522 holding.
  • Mariner first reported a position in Panagram BBB-B CLO ETF in Q3 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.