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

PFG 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 Q3	$1.21M	Buy	+45,879	New	+$1.21M	0.06%	333

Other funds holding CLOZ

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

PFG Advisors's CLOZ Position: Q3 2026 in Review

PFG Advisors opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q3 2026: 45,879 shares worth $1.21M. The stake represents 0.06% of the portfolio and ranks #333 among its holdings.

19 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

PFG Advisors held 45,879 shares of Panagram BBB-B CLO ETF worth $1.21M as of Q3 2026.
Panagram BBB-B CLO ETF was a new PFG Advisors position in Q3 2026.
Panagram BBB-B CLO ETF made up 0.06% of PFG Advisors's portfolio in Q3 2026, its #333 holding.
19 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.