Insigneo Advisory Services’s Panagram AAA CLO ETF CLOX Stock Holding History

Insigneo Advisory Services’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	$452K	Sell	17,632 -319	-2%	-$8.15K	0.02%	511
2026 Q1	$459K	Buy	17,951 +6,220	+53%	+$159K	0.03%	398
2025 Q4	$299K	Buy	+11,731	New	+$300K	0.02%	515

Other funds holding CLOX

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

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

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

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

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

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

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

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

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

Insigneo Advisory Services's CLOX Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Panagram AAA CLO ETF (CLOX) stake by 1.8% in Q2 2026, selling an estimated $8.15K and leaving 17,632 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #511.

Insigneo Advisory Services first reported a position in CLOX in Q4 2025 and has held it in 3 quarters since. The position peaked at $459K in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Insigneo Advisory Services held 17,632 shares of Panagram AAA CLO ETF worth $452K as of Q2 2026.
Insigneo Advisory Services sold 319 Panagram AAA CLO ETF shares in Q2 2026, an estimated $8.15K.
Panagram AAA CLO ETF made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #511 holding.
Insigneo Advisory Services first reported a position in Panagram AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
Insigneo Advisory Services's Panagram AAA CLO ETF position peaked at $459K in Q1 2026.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.