FIG Financial Advisory Services’s Panagram AAA CLO ETF CLOX Stock Holding History

FIG Financial Advisory Services’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 Q3	–	Sell	-180,564	Closed	-$4.63M	–	72
2026 Q2	$4.63M	Buy	+180,564	New	+$4.61M	2.71%	3

Other funds holding CLOX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Copia Wealth Management Bend, Oregon $175M AUM 14.68% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return

Carmel Capital Partners San Diego, California $279M AUM 2.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return

WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

FIG Financial Advisory Services's CLOX Position: Q3 2026 in Review

FIG Financial Advisory Services sold out of Panagram AAA CLO ETF (CLOX) in Q3 2026, closing a stake of 180,564 shares — an estimated $4.63M sold.

FIG Financial Advisory Services first reported a position in CLOX in Q2 2026 and held it in 1 quarter. The position peaked at $4.63M in Q2 2026. 52 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

FIG Financial Advisory Services reported no remaining Panagram AAA CLO ETF position as of Q3 2026 after selling out during the quarter.
FIG Financial Advisory Services sold 180,564 Panagram AAA CLO ETF shares in Q3 2026, an estimated $4.63M.
FIG Financial Advisory Services first reported a position in Panagram AAA CLO ETF in Q2 2026 and held it in 1 quarter.
FIG Financial Advisory Services's Panagram AAA CLO ETF position peaked at $4.63M in Q2 2026.
52 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on FIG Financial Advisory Services's 13F filing for Q3 2026, filed 7 Oct 2026.