CWM
CLOX icon

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

Centric 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
2026
Q1 		– Sell
-20,000
Closed -$513K – 204
2025
Q4 		$513K Buy
+20,000
New +$511K 0.11% 125

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

Centric Wealth Management's CLOX Position: Q1 2026 in Review

Centric Wealth Management sold out of Panagram AAA CLO ETF (CLOX) in Q1 2026, closing a stake of 20,000 shares — an estimated $513K sold.

Centric Wealth Management first reported a position in CLOX in Q4 2025 and held it in 1 quarter. The position peaked at $513K in Q4 2025. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Centric Wealth Management reported no remaining Panagram AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Centric Wealth Management sold 20,000 Panagram AAA CLO ETF shares in Q1 2026, an estimated $513K.
  • Centric Wealth Management first reported a position in Panagram AAA CLO ETF in Q4 2025 and held it in 1 quarter.
  • Centric Wealth Management's Panagram AAA CLO ETF position peaked at $513K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.