Seaview Investment Managers’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Seaview Investment Managers’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	$1.5M	Buy	56,757 +13,870	+32%	+$364K	0.45%	40
2026 Q1	$1.1M	Buy	42,887 +20,409	+91%	+$535K	0.4%	42
2025 Q4	$595K	Sell	22,478 -10,930	-33%	-$291K	0.22%	44
2025 Q3	$896K	Sell	33,408 -1,474	-4%	-$39.5K	0.33%	40
2025 Q2	$933K	Buy	34,882 +3,619	+12%	+$95.7K	0.2%	59
2025 Q1	$831K	Buy	+31,263	New	+$843K	0.2%	54

Other funds holding CLOZ

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIS

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

Seaview Investment Managers's CLOZ Position: Q2 2026 in Review

Seaview Investment Managers increased its Panagram BBB-B CLO ETF (CLOZ) stake by 32% in Q2 2026, buying an estimated $364K and bringing the position to 56,757 shares worth $1.5M. The position accounts for 0.45% of the portfolio, ranked #40.

Seaview Investment Managers first reported a position in CLOZ in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

Seaview Investment Managers held 56,757 shares of Panagram BBB-B CLO ETF worth $1.5M as of Q2 2026.
Seaview Investment Managers bought 13,870 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $364K.
Panagram BBB-B CLO ETF made up 0.45% of Seaview Investment Managers's portfolio in Q2 2026, its #40 holding.
Seaview Investment Managers first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.