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CLOZ icon

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

Sequoia Financial 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
Q2 		$340K Buy
12,876
+220
+2% +$5.77K ﹤0.01% 1584
2026
Q1 		$325K Buy
12,656
+233
+2% +$6.11K ﹤0.01% 1529
2025
Q4 		$329K Buy
12,423
+232
+2% +$6.17K ﹤0.01% 1511
2025
Q3 		$327K Buy
12,191
+227
+2% +$6.08K ﹤0.01% 1347
2025
Q2 		$320K Buy
11,964
+246
+2% +$6.5K ﹤0.01% 1237
2025
Q1 		$311K Buy
11,718
+220
+2% +$5.93K ﹤0.01% 1047
2024
Q4 		$310K Buy
11,498
+253
+2% +$6.81K ﹤0.01% 1010
2024
Q3 		$302K Buy
11,245
+247
+2% +$6.63K ﹤0.01% 965
2024
Q2 		$296K Buy
+10,998
New +$295K ﹤0.01% 898

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 $2.24B AUM 8.38% 1-Year Est. Return

Sequoia Financial Advisors's CLOZ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Panagram BBB-B CLO ETF (CLOZ) stake by 1.7% in Q2 2026, buying an estimated $5.77K and bringing the position to 12,876 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Sequoia Financial Advisors first reported a position in CLOZ in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Sequoia Financial Advisors held 12,876 shares of Panagram BBB-B CLO ETF worth $340K as of Q2 2026.
  • Sequoia Financial Advisors bought 220 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $5.77K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1584 holding.
  • Sequoia Financial Advisors first reported a position in Panagram BBB-B CLO ETF in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.