Elevated Capital Advisors
CLOX icon

Elevated Capital Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Elevated Capital Advisors’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 		$46.1K Sell
1,798
-4,175
-70% -$107K 0.01% 348
2026
Q1 		$153K Sell
5,973
-1,683
-22% -$43K 0.04% 253
2025
Q4 		$195K Buy
+7,656
New +$196K 0.05% 260
2025
Q3 		– Sell
-9,043
Closed -$231K – 258
2025
Q2 		$231K Hold
9,043
– – 0.06% 241
2025
Q1 		$231K Sell
9,043
-915
-9% -$23.4K 0.06% 241
2024
Q4 		$254K Buy
9,958
+948
+11% +$24.2K 0.07% 242
2024
Q3 		$230K Buy
+9,010
New +$230K 0.06% 257

Other funds holding CLOX

Security Benefit Life Insurance Company
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
Copia Wealth Management
Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return
Carmel Capital Partners
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
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
WESPAC Advisors
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
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Primoris Wealth Advisors
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

Elevated Capital Advisors's CLOX Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Panagram AAA CLO ETF (CLOX) stake by 70% in Q2 2026, selling an estimated $107K and leaving 1,798 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #348.

Elevated Capital Advisors first reported a position in CLOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $254K in Q4 2024. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Elevated Capital Advisors held 1,798 shares of Panagram AAA CLO ETF worth $46.1K as of Q2 2026.
  • Elevated Capital Advisors sold 4,175 Panagram AAA CLO ETF shares in Q2 2026, an estimated $107K.
  • Panagram AAA CLO ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #348 holding.
  • Elevated Capital Advisors first reported a position in Panagram AAA CLO ETF in Q3 2024 and has held it in 7 quarters since.
  • Elevated Capital Advisors's Panagram AAA CLO ETF position peaked at $254K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.