Mid-American Wealth Advisory Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Mid-American Wealth Advisory 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
2025 Q3	–	Sell	-8	Closed	-$214	–	91
2025 Q2	$214	Buy	+8	New	+$212	﹤0.01%	321
2024 Q3	–	Sell	-34,798	Closed	-$937K	–	47
2024 Q2	$937K	Buy	34,798 +15,774	+83%	+$423K	0.6%	24
2024 Q1	$510K	Buy	+19,024	New	+$506K	0.34%	21

Other funds holding CLOZ

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BCWM

Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Mid-American Wealth Advisory Group's CLOZ Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Panagram BBB-B CLO ETF (CLOZ) in Q3 2025, closing a stake of 8 shares — an estimated $214 sold.

Mid-American Wealth Advisory Group first reported a position in CLOZ in Q1 2024 and held it in 3 quarters. The position peaked at $937K in Q2 2024. 97 funds tracked by Wall St. Rank hold CLOZ as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining Panagram BBB-B CLO ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 8 Panagram BBB-B CLO ETF shares in Q3 2025, an estimated $214.
Mid-American Wealth Advisory Group first reported a position in Panagram BBB-B CLO ETF in Q1 2024 and held it in 3 quarters.
Mid-American Wealth Advisory Group's Panagram BBB-B CLO ETF position peaked at $937K in Q2 2024.
97 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.