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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Panagram AAA CLO ETF CLOX Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio CLOX Stock Details CLOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63M Buy
+180,564
New +$4.61M 2.71% 3

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's CLOX Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in Panagram AAA CLO ETF (CLOX) in Q2 2026: 180,564 shares worth $4.63M. The stake represents 2.71% of the portfolio and ranks #3 among its holdings.

35 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 180,564 shares of Panagram AAA CLO ETF worth $4.63M as of Q2 2026.
  • Panagram AAA CLO ETF was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • Panagram AAA CLO ETF made up 2.71% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #3 holding.
  • 35 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.