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Beverly Hills Private Wealth’s Panagram AAA CLO ETF CLOX Stock Holding History

Beverly Hills Private Wealth’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 		$666K Sell
26,019
-2,348
-8% -$60K 0.13% 137
2026
Q1 		$725K Buy
+28,367
New +$724K 0.12% 150

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
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
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

Beverly Hills Private Wealth's CLOX Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Panagram AAA CLO ETF (CLOX) stake by 8.3% in Q2 2026, selling an estimated $60K and leaving 26,019 shares worth $666K. The position accounts for 0.13% of the portfolio, ranked #137.

Beverly Hills Private Wealth first reported a position in CLOX in Q1 2026 and has held it in 2 quarters since. The position peaked at $725K in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Beverly Hills Private Wealth held 26,019 shares of Panagram AAA CLO ETF worth $666K as of Q2 2026.
  • Beverly Hills Private Wealth sold 2,348 Panagram AAA CLO ETF shares in Q2 2026, an estimated $60K.
  • Panagram AAA CLO ETF made up 0.13% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Beverly Hills Private Wealth first reported a position in Panagram AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • Beverly Hills Private Wealth's Panagram AAA CLO ETF position peaked at $725K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.