LMKC
CLOX icon

L.M. Kohn & Company’s Panagram AAA CLO ETF CLOX Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-68,889
Closed -$1.76M – 157
2025
Q2 		$1.76M Buy
68,889
+21,950
+47% +$558K 0.48% 36
2025
Q1 		$1.2M Buy
+46,939
New +$1.2M 0.31% 57

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $120M AUM 21.28% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

L.M. Kohn & Company's CLOX Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Panagram AAA CLO ETF (CLOX) in Q3 2025, closing a stake of 68,889 shares — an estimated $1.76M sold.

L.M. Kohn & Company first reported a position in CLOX in Q1 2025 and held it in 2 quarters. The position peaked at $1.76M in Q2 2025. 46 funds tracked by Wall St. Rank hold CLOX as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Panagram AAA CLO ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 68,889 Panagram AAA CLO ETF shares in Q3 2025, an estimated $1.76M.
  • L.M. Kohn & Company first reported a position in Panagram AAA CLO ETF in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's Panagram AAA CLO ETF position peaked at $1.76M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.