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Sowell Financial Services’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Sowell Financial Services’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 		$4.17M Buy
158,003
+1,967
+1% +$51.6K 0.14% 162
2026
Q1 		$4M Buy
156,036
+935
+0.6% +$24.5K 0.15% 152
2025
Q4 		$4.11M Buy
155,101
+2,821
+2% +$75K 0.15% 136
2025
Q3 		$4.08M Buy
152,280
+2,349
+2% +$63K 0.16% 130
2025
Q2 		$4.01M Sell
149,931
-144,993
-49% -$3.83M 0.16% 129
2025
Q1 		$7.84M Buy
+294,924
New +$7.96M 0.36% 58

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 $2.23B AUM 11.22% 1-Year Est. Return

Sowell Financial Services's CLOZ Position: Q2 2026 in Review

Sowell Financial Services increased its Panagram BBB-B CLO ETF (CLOZ) stake by 1.3% in Q2 2026, buying an estimated $51.6K and bringing the position to 158,003 shares worth $4.17M. The position accounts for 0.14% of the portfolio, ranked #162.

Sowell Financial Services first reported a position in CLOZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.84M in Q1 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Sowell Financial Services held 158,003 shares of Panagram BBB-B CLO ETF worth $4.17M as of Q2 2026.
  • Sowell Financial Services bought 1,967 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $51.6K.
  • Panagram BBB-B CLO ETF made up 0.14% of Sowell Financial Services's portfolio in Q2 2026, its #162 holding.
  • Sowell Financial Services first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • Sowell Financial Services's Panagram BBB-B CLO ETF position peaked at $7.84M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.