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

Prostatis 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
Q2 		$330K Sell
12,484
-2
-0% -$52 0.08% 137
2026
Q1 		$320K Buy
12,486
+335
+3% +$8.78K 0.08% 137
2025
Q4 		$322K Buy
+12,151
New +$323K 0.08% 131

Other funds holding CLOZ

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Prostatis Group's CLOZ Position: Q2 2026 in Review

Prostatis Group reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 0.02% in Q2 2026, selling an estimated $52 and leaving 12,484 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #137.

Prostatis Group first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Prostatis Group held 12,484 shares of Panagram BBB-B CLO ETF worth $330K as of Q2 2026.
  • Prostatis Group sold 2 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $52.
  • Panagram BBB-B CLO ETF made up 0.08% of Prostatis Group's portfolio in Q2 2026, its #137 holding.
  • Prostatis Group first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.