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

Schechter 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
Q1 		$43.1M Buy
1,623,358
+281,081
+21% +$7.58M 3.55% 1
2024
Q4 		$36.2M Buy
1,342,277
+301,278
+29% +$8.11M 2.77% 2
2024
Q3 		$28M Buy
1,040,999
+224,051
+27% +$6.01M 2.06% 11
2024
Q2 		$22M Buy
816,948
+229,947
+39% +$6.17M 1.66% 12
2024
Q1 		$15.7M Buy
587,001
+266,477
+83% +$7.09M 1.18% 18
2023
Q4 		$8.46M Buy
+320,524
New +$8.4M 0.73% 28

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Schechter Investment Advisors's CLOZ Position: Q1 2025 in Review

Schechter Investment Advisors increased its Panagram BBB-B CLO ETF (CLOZ) stake by 21% in Q1 2025, buying an estimated $7.58M and bringing the position to 1,623,358 shares worth $43.1M. The position accounts for 3.55% of the portfolio, ranked #1.

Schechter Investment Advisors first reported a position in CLOZ in Q4 2023 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold CLOZ as of Q1 2025.

  • Schechter Investment Advisors held 1,623,358 shares of Panagram BBB-B CLO ETF worth $43.1M as of Q1 2025.
  • Schechter Investment Advisors bought 281,081 Panagram BBB-B CLO ETF shares in Q1 2025, an estimated $7.58M.
  • Panagram BBB-B CLO ETF made up 3.55% of Schechter Investment Advisors's portfolio in Q1 2025, its #1 holding.
  • Schechter Investment Advisors first reported a position in Panagram BBB-B CLO ETF in Q4 2023 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.