WA
CLOZ icon

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

WESPAC Advisors’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 		$4.01M Buy
+151,934
New +$3.99M 1.96% 10

Other funds holding CLOZ

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CWC Advisors Lake Oswego, Oregon $225M AUM 23.94% 1-Year Est. Return

WESPAC Advisors's CLOZ Position: Q2 2026 in Review

WESPAC Advisors opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q2 2026: 151,934 shares worth $4.01M. The stake represents 1.96% of the portfolio and ranks #10 among its holdings.

54 funds tracked by Wall St. Rank hold CLOZ as of Q2 2026.

  • WESPAC Advisors held 151,934 shares of Panagram BBB-B CLO ETF worth $4.01M as of Q2 2026.
  • Panagram BBB-B CLO ETF was a new WESPAC Advisors position in Q2 2026.
  • Panagram BBB-B CLO ETF made up 1.96% of WESPAC Advisors's portfolio in Q2 2026, its #10 holding.
  • 54 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.