Tucker Asset Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Tucker Asset 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
2025 Q4	$23.7K	Buy	+896	New	+$23.8K	0.01%	430

Other funds holding CLOZ

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 31.84% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Tucker Asset Management's CLOZ Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q4 2025: 896 shares worth $23.7K. The stake represents 0.01% of the portfolio and ranks #430 among its holdings.

108 funds tracked by Wall St. Rank hold CLOZ as of Q4 2025.

Tucker Asset Management held 896 shares of Panagram BBB-B CLO ETF worth $23.7K as of Q4 2025.
Panagram BBB-B CLO ETF was a new Tucker Asset Management position in Q4 2025.
Panagram BBB-B CLO ETF made up 0.01% of Tucker Asset Management's portfolio in Q4 2025, its #430 holding.
108 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.