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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
Q2 		$2.67K Hold
101
– – ﹤0.01% 1318
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

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

SHP Wealth Management's CLOZ Position: Q2 2026 in Review

SHP Wealth Management held its Panagram BBB-B CLO ETF (CLOZ) position steady in Q2 2026 at 101 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

SHP Wealth Management first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.67K in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • SHP Wealth Management held 101 shares of Panagram BBB-B CLO ETF worth $2.67K as of Q2 2026.
  • SHP Wealth Management left its Panagram BBB-B CLO ETF share count unchanged in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1318 holding.
  • SHP Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Panagram BBB-B CLO ETF position peaked at $2.67K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.