GRP
CLOX icon

Global Retirement Partners’s Panagram AAA CLO ETF CLOX Stock Holding History

Global Retirement Partners’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
2025
Q4 		$6.94K Buy
272
+1
+0.4% +$26 ﹤0.01% 3310
2025
Q3 		$6.93K Hold
271
– – ﹤0.01% 2846
2025
Q2 		$6.94K Buy
+271
New +$6.89K ﹤0.01% 2769
2024
Q4 		$6.9K Buy
+271
New +$6.91K ﹤0.01% 2536

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Global Retirement Partners's CLOX Position: Q4 2025 in Review

Global Retirement Partners increased its Panagram AAA CLO ETF (CLOX) stake by 0.37% in Q4 2025, buying an estimated $26 and bringing the position to 272 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3310.

Global Retirement Partners first reported a position in CLOX in Q4 2024 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold CLOX as of Q4 2025.

  • Global Retirement Partners held 272 shares of Panagram AAA CLO ETF worth $6.94K as of Q4 2025.
  • Global Retirement Partners bought 1 Panagram AAA CLO ETF share in Q4 2025, an estimated $26.
  • Panagram AAA CLO ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3310 holding.
  • Global Retirement Partners first reported a position in Panagram AAA CLO ETF in Q4 2024 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.