HighTower Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

HighTower 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	$492K	Buy	19,222 +22	+0.1%	+$562	﹤0.01%	2763
2026 Q1	$491K	Buy	19,200 +4,984	+35%	+$127K	﹤0.01%	2733
2025 Q4	$363K	Sell	14,216 -12,037	-46%	-$307K	﹤0.01%	2885
2025 Q3	$671K	Buy	26,253 +7,190	+38%	+$184K	﹤0.01%	2382
2025 Q2	$488K	Buy	+19,063	New	+$484K	﹤0.01%	2547

Other funds holding CLOX

SBLIC

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

CWM

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

CCP

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

HighTower Advisors's CLOX Position: Q2 2026 in Review

HighTower Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 0.11% in Q2 2026, buying an estimated $562 and bringing the position to 19,222 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2763.

HighTower Advisors first reported a position in CLOX in Q2 2025 and has held it in 5 quarters since. The position peaked at $671K in Q3 2025. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

HighTower Advisors held 19,222 shares of Panagram AAA CLO ETF worth $492K as of Q2 2026.
HighTower Advisors bought 22 Panagram AAA CLO ETF shares in Q2 2026, an estimated $562.
Panagram AAA CLO ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2763 holding.
HighTower Advisors first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
HighTower Advisors's Panagram AAA CLO ETF position peaked at $671K in Q3 2025.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.