IHT Wealth Management
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IHT Wealth Management’s Panagram AAA CLO ETF CLOX Stock Holding History

IHT Wealth Management’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 		$807K Sell
31,493
-1,236
-4% -$31.6K 0.02% 667
2026
Q1 		$837K Buy
+32,729
New +$836K 0.02% 628

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 $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
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

IHT Wealth Management's CLOX Position: Q2 2026 in Review

IHT Wealth Management reduced its Panagram AAA CLO ETF (CLOX) stake by 3.8% in Q2 2026, selling an estimated $31.6K and leaving 31,493 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #667.

IHT Wealth Management first reported a position in CLOX in Q1 2026 and has held it in 2 quarters since. The position peaked at $837K in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • IHT Wealth Management held 31,493 shares of Panagram AAA CLO ETF worth $807K as of Q2 2026.
  • IHT Wealth Management sold 1,236 Panagram AAA CLO ETF shares in Q2 2026, an estimated $31.6K.
  • Panagram AAA CLO ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #667 holding.
  • IHT Wealth Management first reported a position in Panagram AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • IHT Wealth Management's Panagram AAA CLO ETF position peaked at $837K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.