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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
Q2 		– Sell
-12,108
Closed -$310K – 135
2026
Q1 		$310K Buy
+12,108
New +$309K 0.11% 82

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

LeClair Wealth Partners's CLOX Position: Q2 2026 in Review

LeClair Wealth Partners sold out of Panagram AAA CLO ETF (CLOX) in Q2 2026, closing a stake of 12,108 shares — an estimated $310K sold.

LeClair Wealth Partners first reported a position in CLOX in Q1 2026 and held it in 1 quarter. The position peaked at $310K in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • LeClair Wealth Partners reported no remaining Panagram AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 12,108 Panagram AAA CLO ETF shares in Q2 2026, an estimated $310K.
  • LeClair Wealth Partners first reported a position in Panagram AAA CLO ETF in Q1 2026 and held it in 1 quarter.
  • LeClair Wealth Partners's Panagram AAA CLO ETF position peaked at $310K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.