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 Q1	$837K	Buy	+32,729	New	+$836K	0.02%	628

Other funds holding CLOX

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

IHT Wealth Management's CLOX Position: Q1 2026 in Review

IHT Wealth Management opened a new position in Panagram AAA CLO ETF (CLOX) in Q1 2026: 32,729 shares worth $837K. The stake represents 0.02% of the portfolio and ranks #628 among its holdings.

53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

IHT Wealth Management held 32,729 shares of Panagram AAA CLO ETF worth $837K as of Q1 2026.
Panagram AAA CLO ETF was a new IHT Wealth Management position in Q1 2026.
Panagram AAA CLO ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #628 holding.
53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.