CAWM
CLOX icon

Capital A Wealth Management’s Panagram AAA CLO ETF CLOX Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$10.1K Buy
400
+387
+2,977% +$9.84K 0.11% 191
2025
Q1 		$332 Hold
13
– – ﹤0.01% 660
2024
Q4 		$331 Buy
+13
New +$331 ﹤0.01% 697

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

Capital A Wealth Management's CLOX Position: Q2 2025 in Review

Capital A Wealth Management increased its Panagram AAA CLO ETF (CLOX) stake by 2,977% in Q2 2025, buying an estimated $9.84K and bringing the position to 400 shares worth $10.1K. The position accounts for 0.11% of the portfolio, ranked #191.

Capital A Wealth Management first reported a position in CLOX in Q4 2024 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold CLOX as of Q2 2025.

  • Capital A Wealth Management held 400 shares of Panagram AAA CLO ETF worth $10.1K as of Q2 2025.
  • Capital A Wealth Management bought 387 Panagram AAA CLO ETF shares in Q2 2025, an estimated $9.84K.
  • Panagram AAA CLO ETF made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #191 holding.
  • Capital A Wealth Management first reported a position in Panagram AAA CLO ETF in Q4 2024 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.