Integrated Advisors Network
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Integrated Advisors Network’s Panagram AAA CLO ETF CLOX Stock Holding History

Integrated Advisors Network’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 		– Sell
-27,584
Closed -$705K – 698
2026
Q1 		$705K Buy
27,584
+14,433
+110% +$368K 0.04% 394
2025
Q4 		$335K Buy
+13,151
New +$336K 0.01% 566

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

Integrated Advisors Network's CLOX Position: Q2 2026 in Review

Integrated Advisors Network sold out of Panagram AAA CLO ETF (CLOX) in Q2 2026, closing a stake of 27,584 shares — an estimated $705K sold.

Integrated Advisors Network first reported a position in CLOX in Q4 2025 and held it in 2 quarters. The position peaked at $705K in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Integrated Advisors Network reported no remaining Panagram AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Advisors Network sold 27,584 Panagram AAA CLO ETF shares in Q2 2026, an estimated $705K.
  • Integrated Advisors Network first reported a position in Panagram AAA CLO ETF in Q4 2025 and held it in 2 quarters.
  • Integrated Advisors Network's Panagram AAA CLO ETF position peaked at $705K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.