B. Riley Wealth Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

B. Riley Wealth Advisors’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	$583K	Sell	22,767 -9,734	-30%	-$249K	0.03%	429
2026 Q1	$831K	Buy	32,501 +10,075	+45%	+$257K	0.05%	322
2025 Q4	$572K	Sell	22,426 -6,404	-22%	-$164K	0.03%	475
2025 Q3	$737K	Sell	28,830 -370	-1%	-$9.45K	0.03%	414
2025 Q2	$748K	Buy	29,200 +25	+0.1%	+$635	0.04%	410
2025 Q1	$744K	Buy	+29,175	New	+$745K	0.02%	599

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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

B. Riley Wealth Advisors's CLOX Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Panagram AAA CLO ETF (CLOX) stake by 30% in Q2 2026, selling an estimated $249K and leaving 22,767 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #429.

B. Riley Wealth Advisors first reported a position in CLOX in Q1 2025 and has held it in 6 quarters since. The position peaked at $831K in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

B. Riley Wealth Advisors held 22,767 shares of Panagram AAA CLO ETF worth $583K as of Q2 2026.
B. Riley Wealth Advisors sold 9,734 Panagram AAA CLO ETF shares in Q2 2026, an estimated $249K.
Panagram AAA CLO ETF made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #429 holding.
B. Riley Wealth Advisors first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
B. Riley Wealth Advisors's Panagram AAA CLO ETF position peaked at $831K in Q1 2026.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.