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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
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

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

Mather Group's CLOZ Position: Q2 2026 in Review

Mather Group reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 33% in Q2 2026, selling an estimated $170K and leaving 13,078 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Mather Group first reported a position in CLOZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $502K in Q1 2026. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Mather Group held 13,078 shares of Panagram BBB-B CLO ETF worth $346K as of Q2 2026.
  • Mather Group sold 6,487 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $170K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #632 holding.
  • Mather Group first reported a position in Panagram BBB-B CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Panagram BBB-B CLO ETF position peaked at $502K in Q1 2026.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.