Farther Finance Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Farther Finance 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	$2M	Buy	77,964 +7,699	+11%	+$197K	0.02%	744
2026 Q1	$1.8M	Buy	+70,265	New	+$1.79M	0.02%	702

Other funds holding CLOX

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Farther Finance Advisors's CLOX Position: Q2 2026 in Review

Farther Finance Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 11% in Q2 2026, buying an estimated $197K and bringing the position to 77,964 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #744.

Farther Finance Advisors first reported a position in CLOX in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Farther Finance Advisors held 77,964 shares of Panagram AAA CLO ETF worth $2M as of Q2 2026.
Farther Finance Advisors bought 7,699 Panagram AAA CLO ETF shares in Q2 2026, an estimated $197K.
Panagram AAA CLO ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #744 holding.
Farther Finance Advisors first reported a position in Panagram AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.