Commonwealth Equity Services
CLOX icon

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
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 $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

Commonwealth Equity Services's CLOX Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in Panagram AAA CLO ETF (CLOX) in Q1 2026: 19,098 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #3231 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in CLOX as recently as Q2 2025.

Commonwealth Equity Services first reported a position in CLOX in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q1 2025. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Commonwealth Equity Services held 19,098 shares of Panagram AAA CLO ETF worth $488K as of Q1 2026.
  • Panagram AAA CLO ETF was a new Commonwealth Equity Services position in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3231 holding.
  • Commonwealth Equity Services first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 3 quarters since.
  • Commonwealth Equity Services's Panagram AAA CLO ETF position peaked at $1.92M in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.