JWCA
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J.W. Cole Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

J.W. Cole 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
Q2 		$1.16M Buy
45,409
+763
+2% +$19.5K 0.02% 704
2026
Q1 		$1.14M Buy
44,646
+16,093
+56% +$411K 0.04% 353
2025
Q4 		$728K Sell
28,553
-992
-3% -$25.3K 0.02% 754
2025
Q3 		$755K Buy
29,545
+3,474
+13% +$88.7K 0.01% 822
2025
Q2 		$667K Buy
+26,071
New +$663K 0.01% 819

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 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 $360M AUM 19.03% 1-Year Est. Return
PWA
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

J.W. Cole Advisors's CLOX Position: Q2 2026 in Review

J.W. Cole Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 1.7% in Q2 2026, buying an estimated $19.5K and bringing the position to 45,409 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #704.

J.W. Cole Advisors first reported a position in CLOX in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • J.W. Cole Advisors held 45,409 shares of Panagram AAA CLO ETF worth $1.16M as of Q2 2026.
  • J.W. Cole Advisors bought 763 Panagram AAA CLO ETF shares in Q2 2026, an estimated $19.5K.
  • Panagram AAA CLO ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #704 holding.
  • J.W. Cole Advisors first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.