Superior Planning, LLC’s Panagram AAA CLO ETF CLOX Stock Holding History

Superior Planning, LLC’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 Q3	$1.51M	Buy	+58,855	New	+$1.5M	0.63%	31

Other funds holding CLOX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return

Carmel Capital Partners San Diego, California $279M AUM 2.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return

WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Superior Planning, LLC's CLOX Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Panagram AAA CLO ETF (CLOX) in Q3 2026: 58,855 shares worth $1.51M. The stake represents 0.63% of the portfolio and ranks #31 among its holdings.

41 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

Superior Planning, LLC held 58,855 shares of Panagram AAA CLO ETF worth $1.51M as of Q3 2026.
Panagram AAA CLO ETF was a new Superior Planning, LLC position in Q3 2026.
Panagram AAA CLO ETF made up 0.63% of Superior Planning, LLC's portfolio in Q3 2026, its #31 holding.
41 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.