Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Cambridge Investment Research 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 		$658K Buy
25,679
+14,346
+127% +$367K ﹤0.01% 2706
2026
Q1 		$290K Buy
+11,333
New +$289K ﹤0.01% 3314

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

Cambridge Investment Research Advisors's CLOX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 127% in Q2 2026, buying an estimated $367K and bringing the position to 25,679 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2706.

Cambridge Investment Research Advisors first reported a position in CLOX in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Cambridge Investment Research Advisors held 25,679 shares of Panagram AAA CLO ETF worth $658K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 14,346 Panagram AAA CLO ETF shares in Q2 2026, an estimated $367K.
  • Panagram AAA CLO ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2706 holding.
  • Cambridge Investment Research Advisors first reported a position in Panagram AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.