MML Investors Services
CLOZ icon

MML Investors Services’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

MML Investors Services’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 		$410K Buy
15,514
+3,304
+27% +$86.7K ﹤0.01% 2602
2026
Q1 		$313K Buy
12,210
+2,319
+23% +$60.8K ﹤0.01% 2529
2025
Q4 		$262K Buy
9,891
+443
+5% +$11.8K ﹤0.01% 2719
2025
Q3 		$253K Buy
+9,448
New +$253K ﹤0.01% 2632
2025
Q2 		– Sell
-9,766
Closed -$259K – 2816
2025
Q1 		$259K Buy
+9,766
New +$263K ﹤0.01% 2391

Other funds holding CLOZ

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
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
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return

MML Investors Services's CLOZ Position: Q2 2026 in Review

MML Investors Services increased its Panagram BBB-B CLO ETF (CLOZ) stake by 27% in Q2 2026, buying an estimated $86.7K and bringing the position to 15,514 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

MML Investors Services first reported a position in CLOZ in Q1 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • MML Investors Services held 15,514 shares of Panagram BBB-B CLO ETF worth $410K as of Q2 2026.
  • MML Investors Services bought 3,304 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $86.7K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2602 holding.
  • MML Investors Services first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • 54 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.