Third View Private Wealth’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Third View Private Wealth’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	$265K	Buy	+10,085	New	+$265K	0.03%	239

Other funds holding CLOZ

Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

J2 Capital Management Troy, Michigan $158M AUM 13.15% 1-Year Est. Return

Basso Capital Management Stamford, Connecticut $465M AUM 24.4% 1-Year Est. Return

WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

Third View Private Wealth's CLOZ Position: Q3 2026 in Review

Third View Private Wealth opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q3 2026: 10,085 shares worth $265K. The stake represents 0.03% of the portfolio and ranks #239 among its holdings.

48 funds tracked by Wall St. Rank hold CLOZ as of Q3 2026.

Third View Private Wealth held 10,085 shares of Panagram BBB-B CLO ETF worth $265K as of Q3 2026.
Panagram BBB-B CLO ETF was a new Third View Private Wealth position in Q3 2026.
Panagram BBB-B CLO ETF made up 0.03% of Third View Private Wealth's portfolio in Q3 2026, its #239 holding.
48 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.