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 Q2	$1.03M	Buy	40,164 +20,945	+109%	+$535K	0.47%	25
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

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

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

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

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

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

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

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

Estate Planners Group's CLOX Position: Q2 2026 in Review

Estate Planners Group increased its Panagram AAA CLO ETF (CLOX) stake by 109% in Q2 2026, buying an estimated $535K and bringing the position to 40,164 shares worth $1.03M. The position accounts for 0.47% of the portfolio, ranked #25.

Estate Planners Group first reported a position in CLOX in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Estate Planners Group held 40,164 shares of Panagram AAA CLO ETF worth $1.03M as of Q2 2026.
Estate Planners Group bought 20,945 Panagram AAA CLO ETF shares in Q2 2026, an estimated $535K.
Panagram AAA CLO ETF made up 0.47% of Estate Planners Group's portfolio in Q2 2026, its #25 holding.
Estate Planners Group first reported a position in Panagram AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.