Carson Wealth (CWM LLC)
CLOX icon

Carson Wealth (CWM LLC)’s Panagram AAA CLO ETF CLOX Stock Holding History

Carson Wealth (CWM LLC)’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 		$89.9K Sell
3,514
-195
-5% -$4.98K ﹤0.01% 3363
2025
Q4 		$95K Sell
3,709
-875
-19% -$22.4K ﹤0.01% 3103
2025
Q3 		$117K Buy
+4,584
New +$117K ﹤0.01% 2852

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

Carson Wealth (CWM LLC)'s CLOX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Panagram AAA CLO ETF (CLOX) stake by 5.3% in Q1 2026, selling an estimated $4.98K and leaving 3,514 shares worth $89.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Carson Wealth (CWM LLC) first reported a position in CLOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $117K in Q3 2025. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,514 shares of Panagram AAA CLO ETF worth $89.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 195 Panagram AAA CLO ETF shares in Q1 2026, an estimated $4.98K.
  • Panagram AAA CLO ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3363 holding.
  • Carson Wealth (CWM LLC) first reported a position in Panagram AAA CLO ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Panagram AAA CLO ETF position peaked at $117K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.