CCP
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Carmel Capital Partners’s Panagram AAA CLO ETF CLOX Stock Holding History

Carmel Capital Partners’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 		$6.63M Sell
258,925
-122,798
-32% -$3.14M 2.19% 8
2026
Q1 		$9.76M Buy
381,723
+145,409
+62% +$3.71M 3.52% 4
2025
Q4 		$6.03M Buy
236,314
+63,529
+37% +$1.62M 2.12% 14
2025
Q3 		$4.42M Buy
+172,785
New +$4.41M 1.86% 12

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
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
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Carmel Capital Partners's CLOX Position: Q2 2026 in Review

Carmel Capital Partners reduced its Panagram AAA CLO ETF (CLOX) stake by 32% in Q2 2026, selling an estimated $3.14M and leaving 258,925 shares worth $6.63M. The position accounts for 2.19% of the portfolio, ranked #8.

Carmel Capital Partners first reported a position in CLOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.76M in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Carmel Capital Partners held 258,925 shares of Panagram AAA CLO ETF worth $6.63M as of Q2 2026.
  • Carmel Capital Partners sold 122,798 Panagram AAA CLO ETF shares in Q2 2026, an estimated $3.14M.
  • Panagram AAA CLO ETF made up 2.19% of Carmel Capital Partners's portfolio in Q2 2026, its #8 holding.
  • Carmel Capital Partners first reported a position in Panagram AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • Carmel Capital Partners's Panagram AAA CLO ETF position peaked at $9.76M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.