DWM
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Drive Wealth Management’s Panagram AAA CLO ETF CLOX Stock Holding History

Drive Wealth Management’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
Q4 		– Sell
-10,000
Closed -$256K – 386
2025
Q3 		$256K Buy
+10,000
New +$255K 0.05% 271

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
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 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
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
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Drive Wealth Management's CLOX Position: Q4 2025 in Review

Drive Wealth Management sold out of Panagram AAA CLO ETF (CLOX) in Q4 2025, closing a stake of 10,000 shares — an estimated $256K sold.

Drive Wealth Management first reported a position in CLOX in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 55 funds tracked by Wall St. Rank hold CLOX as of Q4 2025.

  • Drive Wealth Management reported no remaining Panagram AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 10,000 Panagram AAA CLO ETF shares in Q4 2025, an estimated $256K.
  • Drive Wealth Management first reported a position in Panagram AAA CLO ETF in Q3 2025 and held it in 1 quarter.
  • Drive Wealth Management's Panagram AAA CLO ETF position peaked at $256K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.