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Stance Capital’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Stance Capital’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 		$68.5K Buy
+2,670
New +$70K 0.03% 119
2025
Q4 		– Sell
-2,501
Closed -$67.1K – 164
2025
Q3 		$67.1K Buy
+2,501
New +$67K 0.02% 156

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 $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 $2.23B 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

Stance Capital's CLOZ Position: Q1 2026 in Review

Stance Capital opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q1 2026: 2,670 shares worth $68.5K. The stake represents 0.03% of the portfolio and ranks #119 among its holdings. This is a return to the name: Stance Capital previously reported a position in CLOZ as recently as Q3 2025.

Stance Capital first reported a position in CLOZ in Q3 2025 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Stance Capital held 2,670 shares of Panagram BBB-B CLO ETF worth $68.5K as of Q1 2026.
  • Panagram BBB-B CLO ETF was a new Stance Capital position in Q1 2026.
  • Panagram BBB-B CLO ETF made up 0.03% of Stance Capital's portfolio in Q1 2026, its #119 holding.
  • Stance Capital first reported a position in Panagram BBB-B CLO ETF in Q3 2025 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.