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Donoghue Forlines’s Panagram AAA CLO ETF CLOX Stock Holding History

Donoghue Forlines’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
2025
Q2 		– Sell
-552,435
Closed -$14.1M – 106
2025
Q1 		$14.1M Buy
+552,435
New +$14.1M 4.47% 5

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
EC
Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

Donoghue Forlines's CLOX Position: Q2 2025 in Review

Donoghue Forlines sold out of Panagram AAA CLO ETF (CLOX) in Q2 2025, closing a stake of 552,435 shares — an estimated $14.1M sold.

Donoghue Forlines first reported a position in CLOX in Q1 2025 and held it in 1 quarter. The position peaked at $14.1M in Q1 2025. 46 funds tracked by Wall St. Rank hold CLOX as of Q2 2025.

  • Donoghue Forlines reported no remaining Panagram AAA CLO ETF position as of Q2 2025 after selling out during the quarter.
  • Donoghue Forlines sold 552,435 Panagram AAA CLO ETF shares in Q2 2025, an estimated $14.1M.
  • Donoghue Forlines first reported a position in Panagram AAA CLO ETF in Q1 2025 and held it in 1 quarter.
  • Donoghue Forlines's Panagram AAA CLO ETF position peaked at $14.1M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2025.

Based on Donoghue Forlines's 13F filing for Q2 2025, filed 8 Aug 2025.