SFA
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
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

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M 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 $2.07B AUM 4.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return