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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
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

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

Tactive Advisors's CLOZ Position: Q2 2026 in Review

Tactive Advisors increased its Panagram BBB-B CLO ETF (CLOZ) stake by 4.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 14,164 shares worth $374K. The position accounts for 0.09% of the portfolio, ranked #186.

Tactive Advisors first reported a position in CLOZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q3 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Tactive Advisors held 14,164 shares of Panagram BBB-B CLO ETF worth $374K as of Q2 2026.
  • Tactive Advisors bought 653 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $17.1K.
  • Panagram BBB-B CLO ETF made up 0.09% of Tactive Advisors's portfolio in Q2 2026, its #186 holding.
  • Tactive Advisors first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • Tactive Advisors's Panagram BBB-B CLO ETF position peaked at $428K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.