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LeClair Wealth Partners’s Panagram AAA CLO ETF CLOX Stock Holding History

LeClair Wealth Partners’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 		$310K Buy
+12,108
New +$309K 0.11% 82

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 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 $605M AUM 28.64% 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 $240M AUM 22.59% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

LeClair Wealth Partners's CLOX Position: Q1 2026 in Review

LeClair Wealth Partners opened a new position in Panagram AAA CLO ETF (CLOX) in Q1 2026: 12,108 shares worth $310K. The stake represents 0.11% of the portfolio and ranks #82 among its holdings.

53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • LeClair Wealth Partners held 12,108 shares of Panagram AAA CLO ETF worth $310K as of Q1 2026.
  • Panagram AAA CLO ETF was a new LeClair Wealth Partners position in Q1 2026.
  • Panagram AAA CLO ETF made up 0.11% of LeClair Wealth Partners's portfolio in Q1 2026, its #82 holding.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.