Carmel Capital Partners
CLOX icon

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
Q3 		$6.43M Sell
251,219
-7,706
-3% -$197K 2.3% 9
2026
Q2 		$6.63M Sell
258,925
-122,798
-32% -$3.14M 2.19% 8
2026
Q1 		$9.8M 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Founders Financial Securities
Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return
Copia Wealth Management
Copia Wealth Management Bend, Oregon $175M AUM 14.68% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Security Benefit Life Insurance Company
Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return
WESPAC Advisors
WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Carmel Capital Partners's CLOX Position: Q3 2026 in Review

Carmel Capital Partners reduced its Panagram AAA CLO ETF (CLOX) stake by 3% in Q3 2026, selling an estimated $197K and leaving 251,219 shares worth $6.43M. The position accounts for 2.3% of the portfolio, ranked #9.

Carmel Capital Partners first reported a position in CLOX in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.8M in Q1 2026. 52 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

  • Carmel Capital Partners held 251,219 shares of Panagram AAA CLO ETF worth $6.43M as of Q3 2026.
  • Carmel Capital Partners sold 7,706 Panagram AAA CLO ETF shares in Q3 2026, an estimated $197K.
  • Panagram AAA CLO ETF made up 2.3% of Carmel Capital Partners's portfolio in Q3 2026, its #9 holding.
  • Carmel Capital Partners first reported a position in Panagram AAA CLO ETF in Q3 2025 and has held it in 5 quarters since.
  • Carmel Capital Partners's Panagram AAA CLO ETF position peaked at $9.8M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on Carmel Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.