Founders Financial Securities’s Panagram AAA CLO ETF CLOX Stock Holding History

Founders Financial Securities’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	$9.9M	Buy	+386,925	New	+$9.9M	0.49%	40

Other funds holding CLOX

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 16.66% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

Founders Financial Securities's CLOX Position: Q3 2026 in Review

Founders Financial Securities opened a new position in Panagram AAA CLO ETF (CLOX) in Q3 2026: 386,925 shares worth $9.9M. The stake represents 0.49% of the portfolio and ranks #40 among its holdings.

34 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

Founders Financial Securities held 386,925 shares of Panagram AAA CLO ETF worth $9.9M as of Q3 2026.
Panagram AAA CLO ETF was a new Founders Financial Securities position in Q3 2026.
Panagram AAA CLO ETF made up 0.49% of Founders Financial Securities's portfolio in Q3 2026, its #40 holding.
34 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.