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Strait & Sound Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Strait & Sound Wealth Management’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 		$399K Buy
15,095
+4,074
+37% +$107K 0.14% 110
2026
Q1 		$283K Buy
+11,021
New +$289K 0.11% 132

Other funds holding CLOZ

AAP
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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 $2.23B AUM 11.22% 1-Year Est. Return

Strait & Sound Wealth Management's CLOZ Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its Panagram BBB-B CLO ETF (CLOZ) stake by 37% in Q2 2026, buying an estimated $107K and bringing the position to 15,095 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #110.

Strait & Sound Wealth Management first reported a position in CLOZ in Q1 2026 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Strait & Sound Wealth Management held 15,095 shares of Panagram BBB-B CLO ETF worth $399K as of Q2 2026.
  • Strait & Sound Wealth Management bought 4,074 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $107K.
  • Panagram BBB-B CLO ETF made up 0.14% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Strait & Sound Wealth Management first reported a position in Panagram BBB-B CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.