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Mutual Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Mutual 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
2026
Q1 		– Sell
-9,500
Closed -$252K – 1339
2025
Q4 		$252K Sell
9,500
-142
-1% -$3.78K 0.01% 1164
2025
Q3 		$257K Buy
+9,642
New +$258K 0.01% 1113
2025
Q1 		– Sell
-38,525
Closed -$1.04M – 1095
2024
Q4 		$1.04M Buy
+38,525
New +$1.04M 0.03% 469

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mutual Advisors's CLOZ Position: Q1 2026 in Review

Mutual Advisors sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 9,500 shares — an estimated $252K sold.

Mutual Advisors first reported a position in CLOZ in Q4 2024 and held it in 3 quarters. The position peaked at $1.04M in Q4 2024. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Mutual Advisors reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 9,500 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $252K.
  • Mutual Advisors first reported a position in Panagram BBB-B CLO ETF in Q4 2024 and held it in 3 quarters.
  • Mutual Advisors's Panagram BBB-B CLO ETF position peaked at $1.04M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.