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

Inspire 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
Q1 		$2.2M Sell
86,000
-6,621
-7% -$169K 0.18% 97
2025
Q4 		$2.36M Buy
92,621
+27,233
+42% +$696K 0.22% 83
2025
Q3 		$1.67M Buy
65,388
+53,126
+433% +$1.36M 0.16% 100
2025
Q2 		$314K Buy
+12,262
New +$312K 0.03% 370

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
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
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Inspire Advisors's CLOX Position: Q1 2026 in Review

Inspire Advisors reduced its Panagram AAA CLO ETF (CLOX) stake by 7.1% in Q1 2026, selling an estimated $169K and leaving 86,000 shares worth $2.2M. The position accounts for 0.18% of the portfolio, ranked #97.

Inspire Advisors first reported a position in CLOX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.36M in Q4 2025. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Inspire Advisors held 86,000 shares of Panagram AAA CLO ETF worth $2.2M as of Q1 2026.
  • Inspire Advisors sold 6,621 Panagram AAA CLO ETF shares in Q1 2026, an estimated $169K.
  • Panagram AAA CLO ETF made up 0.18% of Inspire Advisors's portfolio in Q1 2026, its #97 holding.
  • Inspire Advisors first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • Inspire Advisors's Panagram AAA CLO ETF position peaked at $2.36M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.