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Estate Planners Group’s Panagram AAA CLO ETF CLOX Stock Holding History

Estate Planners Group’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 		$491K Buy
19,219
+14,661
+322% +$374K 0.24% 44
2025
Q4 		$116K Buy
+4,558
New +$116K 0.05% 91

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
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
IA
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

Estate Planners Group's CLOX Position: Q1 2026 in Review

Estate Planners Group increased its Panagram AAA CLO ETF (CLOX) stake by 322% in Q1 2026, buying an estimated $374K and bringing the position to 19,219 shares worth $491K. The position accounts for 0.24% of the portfolio, ranked #44.

Estate Planners Group first reported a position in CLOX in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Estate Planners Group held 19,219 shares of Panagram AAA CLO ETF worth $491K as of Q1 2026.
  • Estate Planners Group bought 14,661 Panagram AAA CLO ETF shares in Q1 2026, an estimated $374K.
  • Panagram AAA CLO ETF made up 0.24% of Estate Planners Group's portfolio in Q1 2026, its #44 holding.
  • Estate Planners Group first reported a position in Panagram AAA CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.