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Triumph Capital Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Triumph Capital 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 		$4.78K Buy
181
+31
+21% +$813 ﹤0.01% 1360
2026
Q1 		$3.85K Sell
150
-25
-14% -$655 ﹤0.01% 1393
2025
Q4 		$4.63K Buy
+175
New +$4.65K ﹤0.01% 1289

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 31.84% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

Triumph Capital Management's CLOZ Position: Q2 2026 in Review

Triumph Capital Management increased its Panagram BBB-B CLO ETF (CLOZ) stake by 21% in Q2 2026, buying an estimated $813 and bringing the position to 181 shares worth $4.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Triumph Capital Management first reported a position in CLOZ in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • Triumph Capital Management held 181 shares of Panagram BBB-B CLO ETF worth $4.78K as of Q2 2026.
  • Triumph Capital Management bought 31 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $813.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1360 holding.
  • Triumph Capital Management first reported a position in Panagram BBB-B CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.