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

Truvestments Capital’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
Q1 		$7.31K Buy
+285
New +$7.47K ﹤0.01% 817

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $208M AUM
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Truvestments Capital's CLOZ Position: Q1 2026 in Review

Truvestments Capital opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q1 2026: 285 shares worth $7.31K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings.

88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Truvestments Capital held 285 shares of Panagram BBB-B CLO ETF worth $7.31K as of Q1 2026.
  • Panagram BBB-B CLO ETF was a new Truvestments Capital position in Q1 2026.
  • Panagram BBB-B CLO ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #817 holding.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.