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
Q1 		$290K Buy
+11,333
New +$289K ﹤0.01% 3314

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Cambridge Investment Research Advisors's CLOX Position: Q1 2026 in Review

Cambridge Investment Research Advisors opened a new position in Panagram AAA CLO ETF (CLOX) in Q1 2026: 11,333 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #3314 among its holdings.

53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Cambridge Investment Research Advisors held 11,333 shares of Panagram AAA CLO ETF worth $290K as of Q1 2026.
  • Panagram AAA CLO ETF was a new Cambridge Investment Research Advisors position in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3314 holding.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.