Wealthspire Advisors (New York)’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Wealthspire Advisors (New York)’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	$257K	Sell	9,714 -3,208	-25%	-$84.2K	﹤0.01%	1047
2026 Q1	$331K	Hold	12,922	–	–	﹤0.01%	694
2025 Q4	$342K	Hold	12,922	–	–	﹤0.01%	754
2025 Q3	$347K	Hold	12,922	–	–	﹤0.01%	626
2025 Q2	$346K	Buy	+12,922	New	+$342K	﹤0.01%	628

Other funds holding CLOZ

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $221M AUM

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIS

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

Wealthspire Advisors (New York)'s CLOZ Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Panagram BBB-B CLO ETF (CLOZ) stake by 25% in Q2 2026, selling an estimated $84.2K and leaving 9,714 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Wealthspire Advisors (New York) first reported a position in CLOZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $347K in Q3 2025. 93 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

Wealthspire Advisors (New York) held 9,714 shares of Panagram BBB-B CLO ETF worth $257K as of Q2 2026.
Wealthspire Advisors (New York) sold 3,208 Panagram BBB-B CLO ETF shares in Q2 2026, an estimated $84.2K.
Panagram BBB-B CLO ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1047 holding.
Wealthspire Advisors (New York) first reported a position in Panagram BBB-B CLO ETF in Q2 2025 and has held it in 5 quarters since.
Wealthspire Advisors (New York)'s Panagram BBB-B CLO ETF position peaked at $347K in Q3 2025.
93 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.