SPIA
CLOZ icon

Steward Partners Investment Advisory’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Steward Partners Investment Advisory’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 		$84.3K Sell
3,285
-3,981
-55% -$104K ﹤0.01% 2477
2025
Q4 		$192K Buy
7,266
+6,766
+1,353% +$180K ﹤0.01% 1950
2025
Q3 		$13.4K Hold
500
– – ﹤0.01% 3273
2025
Q2 		$13.4K Buy
+500
New +$13.2K ﹤0.01% 3078

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

Steward Partners Investment Advisory's CLOZ Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 55% in Q1 2026, selling an estimated $104K and leaving 3,285 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2477.

Steward Partners Investment Advisory first reported a position in CLOZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $192K in Q4 2025. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Steward Partners Investment Advisory held 3,285 shares of Panagram BBB-B CLO ETF worth $84.3K as of Q1 2026.
  • Steward Partners Investment Advisory sold 3,981 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $104K.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2477 holding.
  • Steward Partners Investment Advisory first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Panagram BBB-B CLO ETF position peaked at $192K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.