Vontobel Holding
CLOZ icon

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

Vontobel Holding’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 		– Sell
-8,000
Closed -$212K – 1255
2025
Q4 		$212K Hold
8,000
– – ﹤0.01% 1295
2025
Q3 		$215K Hold
8,000
– – ﹤0.01% 1214
2025
Q2 		$214K Hold
8,000
– – ﹤0.01% 1149
2025
Q1 		$213K Hold
8,000
– – ﹤0.01% 1004
2024
Q4 		$216K Buy
+8,000
New +$215K ﹤0.01% 990

Other funds holding CLOZ

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 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 $2.23B AUM 11.22% 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

Vontobel Holding's CLOZ Position: Q1 2026 in Review

Vontobel Holding sold out of Panagram BBB-B CLO ETF (CLOZ) in Q1 2026, closing a stake of 8,000 shares — an estimated $212K sold.

Vontobel Holding first reported a position in CLOZ in Q4 2024 and held it in 5 quarters. The position peaked at $216K in Q4 2024. 88 funds tracked by Wall St. Rank hold CLOZ as of Q1 2026.

  • Vontobel Holding reported no remaining Panagram BBB-B CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Vontobel Holding sold 8,000 Panagram BBB-B CLO ETF shares in Q1 2026, an estimated $212K.
  • Vontobel Holding first reported a position in Panagram BBB-B CLO ETF in Q4 2024 and held it in 5 quarters.
  • Vontobel Holding's Panagram BBB-B CLO ETF position peaked at $216K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.