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
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
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
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 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.