Commonwealth Equity Services’s Panagram AAA CLO ETF CLOX Stock Holding History

Commonwealth Equity Services’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	$500K	Buy	19,511 +413	+2%	+$10.6K	﹤0.01%	3312
2026 Q1	$488K	Buy	+19,098	New	+$488K	﹤0.01%	3231
2025 Q3	–	Sell	-71,933	Closed	-$1.84M	–	4268
2025 Q2	$1.84M	Sell	71,933 -3,403	-5%	-$86.5K	﹤0.01%	2045
2025 Q1	$1.92M	Buy	+75,336	New	+$1.92M	﹤0.01%	1936

Other funds holding CLOX

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

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

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

Commonwealth Equity Services's CLOX Position: Q2 2026 in Review

Commonwealth Equity Services increased its Panagram AAA CLO ETF (CLOX) stake by 2.2% in Q2 2026, buying an estimated $10.6K and bringing the position to 19,511 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Commonwealth Equity Services first reported a position in CLOX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.92M in Q1 2025. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Commonwealth Equity Services held 19,511 shares of Panagram AAA CLO ETF worth $500K as of Q2 2026.
Commonwealth Equity Services bought 413 Panagram AAA CLO ETF shares in Q2 2026, an estimated $10.6K.
Panagram AAA CLO ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3312 holding.
Commonwealth Equity Services first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 4 quarters since.
Commonwealth Equity Services's Panagram AAA CLO ETF position peaked at $1.92M in Q1 2025.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.