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Private Advisor Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Private Advisor 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
2026
Q1 		– Sell
-44,203
Closed -$1.17M – 2737
2025
Q4 		$1.17M Buy
44,203
+20,678
+88% +$550K 0.01% 1319
2025
Q3 		$631K Buy
+23,525
New +$631K ﹤0.01% 1644
2025
Q2 		– Sell
-26,241
Closed -$697K – 2499
2025
Q1 		$697K Buy
+26,241
New +$708K ﹤0.01% 1445

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 $7.25B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 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

Private Advisor Group's CLOZ Position: Q1 2026 in Review

Private Advisor Group sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 44,203 shares — an estimated $1.17M sold.

Private Advisor Group first reported a position in CLOZ in Q1 2025 and held it in 3 quarters. The position peaked at $1.17M in Q4 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Private Advisor Group reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 44,203 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $1.17M.
  • Private Advisor Group first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and held it in 3 quarters.
  • Private Advisor Group's Panagram BBB-B CLO ETF position peaked at $1.17M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.