Steward Partners Investment Advisory
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
Q2 		$86.8K Hold
3,285
– – ﹤0.01% 2660
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

Arax Advisory Partners
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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 $2.24B AUM 8.38% 1-Year Est. Return

Steward Partners Investment Advisory's CLOZ Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Panagram BBB-B CLO ETF (CLOZ) position steady in Q2 2026 at 3,285 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Steward Partners Investment Advisory first reported a position in CLOZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $192K in Q4 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Steward Partners Investment Advisory held 3,285 shares of Panagram BBB-B CLO ETF worth $86.8K as of Q2 2026.
  • Steward Partners Investment Advisory left its Panagram BBB-B CLO ETF share count unchanged in Q2 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2660 holding.
  • Steward Partners Investment Advisory first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Panagram BBB-B CLO ETF position peaked at $192K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.