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CLOZ icon

Tactive Advisors’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Tactive Advisors’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
Q3 		$445K Buy
16,918
+2,754
+19% +$72.4K 0.11% 171
2026
Q2 		$374K Buy
14,164
+653
+5% +$17.1K 0.09% 186
2026
Q1 		$347K Sell
13,511
-441
-3% -$11.6K 0.1% 185
2025
Q4 		$369K Sell
13,952
-2,004
-13% -$53.3K 0.11% 174
2025
Q3 		$428K Buy
15,956
+3,604
+29% +$96.6K 0.12% 161
2025
Q2 		$330K Buy
+12,352
New +$327K 0.11% 163

Other funds holding CLOZ

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Tactive Advisors's CLOZ Position: Q3 2026 in Review

Tactive Advisors increased its Panagram BBB-B CLO ETF (CLOZ) stake by 19% in Q3 2026, buying an estimated $72.4K and bringing the position to 16,918 shares worth $445K. The position accounts for 0.11% of the portfolio, ranked #171.

Tactive Advisors first reported a position in CLOZ in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

  • Tactive Advisors held 16,918 shares of Panagram BBB-B CLO ETF worth $445K as of Q3 2026.
  • Tactive Advisors bought 2,754 Panagram BBB-B CLO ETF shares in Q3 2026, an estimated $72.4K.
  • Panagram BBB-B CLO ETF made up 0.11% of Tactive Advisors's portfolio in Q3 2026, its #171 holding.
  • Tactive Advisors first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.