Keudell/Morrison Wealth Management’s Panagram AAA CLO ETF CLOX Stock Holding History

Keudell/Morrison 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
2025 Q2	$268K	Buy	+10,464	New	+$266K	0.06%	182

Other funds holding CLOX

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return

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

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

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

Keudell/Morrison Wealth Management's CLOX Position: Q2 2025 in Review

Keudell/Morrison Wealth Management opened a new position in Panagram AAA CLO ETF (CLOX) in Q2 2025: 10,464 shares worth $268K. The stake represents 0.06% of the portfolio and ranks #182 among its holdings.

46 funds tracked by Wall St. Rank hold CLOX as of Q2 2025.

Keudell/Morrison Wealth Management held 10,464 shares of Panagram AAA CLO ETF worth $268K as of Q2 2025.
Panagram AAA CLO ETF was a new Keudell/Morrison Wealth Management position in Q2 2025.
Panagram AAA CLO ETF made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #182 holding.
46 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.