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 Q2	$370	Hold	14	–	–	0.01%	89
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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

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 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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Spurstone Advisory Services's CLOZ Position: Q2 2026 in Review

Spurstone Advisory Services held its Panagram BBB-B CLO ETF (CLOZ) position steady in Q2 2026 at 14 shares worth $370. The position accounts for 0.01% of the portfolio, ranked #89.

Spurstone Advisory Services first reported a position in CLOZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $375 in Q3 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

Spurstone Advisory Services held 14 shares of Panagram BBB-B CLO ETF worth $370 as of Q2 2026.
Spurstone Advisory Services left its Panagram BBB-B CLO ETF share count unchanged in Q2 2026.
Panagram BBB-B CLO ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #89 holding.
Spurstone Advisory Services first reported a position in Panagram BBB-B CLO ETF in Q1 2025 and has held it in 6 quarters since.
Spurstone Advisory Services's Panagram BBB-B CLO ETF position peaked at $375 in Q3 2025.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.