Arax Advisory Partners’s Panagram AAA CLO ETF CLOX Stock Holding History

Arax Advisory Partners’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	$4.99M	Buy	194,788 +88,382	+83%	+$2.26M	0.03%	494
2026 Q1	$2.72M	Sell	106,406 -4,008	-4%	-$102K	0.08%	209
2025 Q4	$2.82M	Sell	110,414 -9,876	-8%	-$252K	0.08%	185
2025 Q3	$3.08M	Sell	120,290 -16,345	-12%	-$418K	0.04%	352
2025 Q2	$3.5M	Buy	+136,635	New	+$3.47M	0.16%	105

Other funds holding CLOX

SBLIC

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

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

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

CCP

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Arax Advisory Partners's CLOX Position: Q2 2026 in Review

Arax Advisory Partners increased its Panagram AAA CLO ETF (CLOX) stake by 83% in Q2 2026, buying an estimated $2.26M and bringing the position to 194,788 shares worth $4.99M. The position accounts for 0.03% of the portfolio, ranked #494.

Arax Advisory Partners first reported a position in CLOX in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Arax Advisory Partners held 194,788 shares of Panagram AAA CLO ETF worth $4.99M as of Q2 2026.
Arax Advisory Partners bought 88,382 Panagram AAA CLO ETF shares in Q2 2026, an estimated $2.26M.
Panagram AAA CLO ETF made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #494 holding.
Arax Advisory Partners first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.