Citadel Advisors
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Citadel Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Citadel Advisors’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 		$1.25M Buy
48,821
+22,287
+84% +$570K ﹤0.01% 7657
2026
Q1 		$678K Buy
26,534
+8,305
+46% +$212K ﹤0.01% 8558
2025
Q4 		$465K Sell
18,229
-15,910
-47% -$406K ﹤0.01% 9200
2025
Q3 		$873K Buy
+34,139
New +$872K ﹤0.01% 7834
2025
Q2 		– Sell
-9,041
Closed -$231K – 12790
2025
Q1 		$231K Sell
9,041
-48,133
-84% -$1.23M ﹤0.01% 10167
2024
Q4 		$1.46M Buy
57,174
+35,102
+159% +$895K ﹤0.01% 6291
2024
Q3 		$564K Buy
+22,072
New +$563K ﹤0.01% 8008

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
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 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

Citadel Advisors's CLOX Position: Q2 2026 in Review

Citadel Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 84% in Q2 2026, buying an estimated $570K and bringing the position to 48,821 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #7657.

Citadel Advisors first reported a position in CLOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.46M in Q4 2024. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Citadel Advisors held 48,821 shares of Panagram AAA CLO ETF worth $1.25M as of Q2 2026.
  • Citadel Advisors bought 22,287 Panagram AAA CLO ETF shares in Q2 2026, an estimated $570K.
  • Panagram AAA CLO ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #7657 holding.
  • Citadel Advisors first reported a position in Panagram AAA CLO ETF in Q3 2024 and has held it in 7 quarters since.
  • Citadel Advisors's Panagram AAA CLO ETF position peaked at $1.46M in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.