SAS
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Spurstone Advisory Services’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Spurstone Advisory 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
Q1 		$359 Hold
14
– – 0.01% 65
2025
Q4 		$371 Hold
14
– – 0.01% 86
2025
Q3 		$375 Hold
14
– – 0.01% 105
2025
Q2 		$374 Hold
14
– – 0.01% 126
2025
Q1 		$371 Buy
+14
New +$378 0.01% 92

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

Spurstone Advisory Services's CLOZ Position: Q1 2026 in Review

Spurstone Advisory Services held its Panagram BBB-B CLO ETF (CLOZ) position steady in Q1 2026 at 14 shares worth $359. The position accounts for 0.01% of the portfolio, ranked #65.

Spurstone Advisory Services first reported a position in CLOZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $375 in Q3 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Spurstone Advisory Services held 14 shares of Panagram BBB-B CLO ETF worth $359 as of Q1 2026.
  • Spurstone Advisory Services left its Panagram BBB-B CLO ETF share count unchanged in Q1 2026.
  • Panagram BBB-B CLO ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #65 holding.
  • Spurstone Advisory Services first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Spurstone Advisory Services's Panagram BBB-B CLO ETF position peaked at $375 in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.