MGO One Seven’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

MGO One Seven’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	$481K	Sell	18,194 -5,510	-23%	-$145K	0.01%	990
2026 Q1	$608K	Sell	23,704 -6,464	-21%	-$169K	0.01%	833
2025 Q4	$799K	Sell	30,168 -1,062	-3%	-$28.2K	0.02%	705
2025 Q3	$838K	Sell	31,230 -5,871	-16%	-$157K	0.02%	639
2025 Q2	$992K	Sell	37,101 -89	-0.2%	-$2.35K	0.03%	516
2025 Q1	$988K	Sell	37,190 -340	-0.9%	-$9.17K	0.04%	441
2024 Q4	$1.01M	Buy	37,530 +7,959	+27%	+$214K	0.04%	438
2024 Q3	$795K	Buy	+29,571	New	+$794K	0.03%	461

Other funds holding CLOZ

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

MGO One Seven's CLOZ Position: Q2 2026 in Review

MGO One Seven reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 23% in Q2 2026, selling an estimated $145K and leaving 18,194 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #990.

MGO One Seven first reported a position in CLOZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2024. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

MGO One Seven held 18,194 shares of Panagram BBB-B CLO ETF worth $481K as of Q2 2026.
MGO One Seven sold 5,510 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $145K.
Panagram BBB-B CLO ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #990 holding.
MGO One Seven first reported a position in Panagram BBB-B CLO ETF in Q3 2024 and has held it in 8 quarters since.
MGO One Seven's Panagram BBB-B CLO ETF position peaked at $1.01M in Q4 2024.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.