LPL Financial
CLOX icon

LPL Financial’s Panagram AAA CLO ETF CLOX Stock Holding History

LPL Financial’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 		$28.9M Buy
1,128,511
+124,607
+12% +$3.18M 0.01% 1331
2026
Q1 		$25.7M Buy
1,003,904
+363,712
+57% +$9.29M 0.01% 1300
2025
Q4 		$16.3M Buy
+640,192
New +$16.4M ﹤0.01% 1541

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 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
Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

LPL Financial's CLOX Position: Q2 2026 in Review

LPL Financial increased its Panagram AAA CLO ETF (CLOX) stake by 12% in Q2 2026, buying an estimated $3.18M and bringing the position to 1,128,511 shares worth $28.9M. The position accounts for 0.01% of the portfolio, ranked #1331.

LPL Financial first reported a position in CLOX in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • LPL Financial held 1,128,511 shares of Panagram AAA CLO ETF worth $28.9M as of Q2 2026.
  • LPL Financial bought 124,607 Panagram AAA CLO ETF shares in Q2 2026, an estimated $3.18M.
  • Panagram AAA CLO ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1331 holding.
  • LPL Financial first reported a position in Panagram AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.