Mather Group
CLOZ icon

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

Mather Group’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
Q3 		$346K Buy
13,139
+61
+0.5% +$1.6K ﹤0.01% 642
2026
Q2 		$346K Sell
13,078
-6,487
-33% -$170K ﹤0.01% 632
2026
Q1 		$502K Buy
+19,565
New +$513K 0.01% 483

Other funds holding CLOZ

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JCM
J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Laurel Oak Wealth Management
Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Mather Group's CLOZ Position: Q3 2026 in Review

Mather Group increased its Panagram BBB-B CLO ETF (CLOZ) stake by 0.47% in Q3 2026, buying an estimated $1.6K and bringing the position to 13,139 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Mather Group first reported a position in CLOZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $502K in Q1 2026. 17 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

  • Mather Group held 13,139 shares of Panagram BBB-B CLO ETF worth $346K as of Q3 2026.
  • Mather Group bought 61 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $1.6K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #642 holding.
  • Mather Group first reported a position in Panagram BBB-B CLO ETF in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Panagram BBB-B CLO ETF position peaked at $502K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.