StoneX Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

StoneX Group’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	–	Sell	-7,860	Closed	-$202K	–	1476
2026 Q1	$202K	Buy	+7,860	New	+$206K	0.01%	746

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

StoneX Group's CLOZ Position: Q2 2026 in Review

StoneX Group sold out of Panagram BBB-B CLO ETF (CLOZ) in Q2 2026, closing a stake of 7,860 shares — an estimated $202K sold.

StoneX Group first reported a position in CLOZ in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

StoneX Group reported no remaining Panagram BBB-B CLO ETF position as of Q2 2026 after selling out during the quarter.
StoneX Group sold 7,860 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $202K.
StoneX Group first reported a position in Panagram BBB-B CLO ETF in Q1 2026 and held it in 1 quarter.
StoneX Group's Panagram BBB-B CLO ETF position peaked at $202K in Q1 2026.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.