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 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

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

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

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

Elevated Capital Advisors's CLOX Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Panagram AAA CLO ETF (CLOX) stake by 22% in Q1 2026, selling an estimated $43K and leaving 5,973 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #253.

Elevated Capital Advisors first reported a position in CLOX in Q3 2024 and has held it in 6 quarters since. The position peaked at $254K in Q4 2024. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

Elevated Capital Advisors held 5,973 shares of Panagram AAA CLO ETF worth $153K as of Q1 2026.
Elevated Capital Advisors sold 1,683 Panagram AAA CLO ETF shares in Q1 2026, an estimated $43K.
Panagram AAA CLO ETF made up 0.04% of Elevated Capital Advisors's portfolio in Q1 2026, its #253 holding.
Elevated Capital Advisors first reported a position in Panagram AAA CLO ETF in Q3 2024 and has held it in 6 quarters since.
Elevated Capital Advisors's Panagram AAA CLO ETF position peaked at $254K in Q4 2024.
53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.