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 Q2	$4.63M	Buy	+180,564	New	+$4.61M	2.71%	3

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

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

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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

FIG Financial Advisory Services's CLOX Position: Q2 2026 in Review

FIG Financial Advisory Services opened a new position in Panagram AAA CLO ETF (CLOX) in Q2 2026: 180,564 shares worth $4.63M. The stake represents 2.71% of the portfolio and ranks #3 among its holdings.

55 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

FIG Financial Advisory Services held 180,564 shares of Panagram AAA CLO ETF worth $4.63M as of Q2 2026.
Panagram AAA CLO ETF was a new FIG Financial Advisory Services position in Q2 2026.
Panagram AAA CLO ETF made up 2.71% of FIG Financial Advisory Services's portfolio in Q2 2026, its #3 holding.
55 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.