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Mount Yale Investment Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Mount Yale Investment Advisors’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
-206
Closed -$5.51K – 839
2025
Q2 		$5.51K Buy
+206
New +$5.45K ﹤0.01% 1225

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Kovitz Investment Group Partners
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
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Mount Yale Investment Advisors's CLOZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Panagram BBB-B CLO ETF (CLOZ) in Q3 2025, closing a stake of 206 shares — an estimated $5.51K sold.

Mount Yale Investment Advisors first reported a position in CLOZ in Q2 2025 and held it in 1 quarter. The position peaked at $5.51K in Q2 2025. 97 funds tracked by Wall St. Rank hold CLOZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Panagram BBB-B CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 206 Panagram BBB-B CLO ETF shares in Q3 2025, an estimated $5.51K.
  • Mount Yale Investment Advisors first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Panagram BBB-B CLO ETF position peaked at $5.51K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.