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

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

PWA

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.