SWM
CLOZ icon

SHP Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

SHP Wealth Management’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 		$2.59K Hold
101
– – ﹤0.01% 1223
2025
Q4 		$2.67K Buy
+101
New +$2.69K ﹤0.01% 1088

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 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 $15.1B AUM 27.93% 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 $2.23B AUM 11.22% 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

SHP Wealth Management's CLOZ Position: Q1 2026 in Review

SHP Wealth Management held its Panagram BBB-B CLO ETF (CLOZ) position steady in Q1 2026 at 101 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

SHP Wealth Management first reported a position in CLOZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.67K in Q4 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • SHP Wealth Management held 101 shares of Panagram BBB-B CLO ETF worth $2.59K as of Q1 2026.
  • SHP Wealth Management left its Panagram BBB-B CLO ETF share count unchanged in Q1 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1223 holding.
  • SHP Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Panagram BBB-B CLO ETF position peaked at $2.67K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.