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Mid-American Wealth Advisory Group’s Panagram AAA CLO ETF CLOX Stock Holding History

Mid-American Wealth Advisory Group’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
-7
Closed -$179 – 90
2025
Q2 		$179 Buy
+7
New +$178 ﹤0.01% 327
2024
Q3 		– Sell
-36,718
Closed -$938K – 46
2024
Q2 		$938K Buy
36,718
+17,342
+90% +$442K 0.6% 23
2024
Q1 		$494K Buy
+19,376
New +$493K 0.33% 24

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

Mid-American Wealth Advisory Group's CLOX Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Panagram AAA CLO ETF (CLOX) in Q3 2025, closing a stake of 7 shares — an estimated $179 sold.

Mid-American Wealth Advisory Group first reported a position in CLOX in Q1 2024 and held it in 3 quarters. The position peaked at $938K in Q2 2024. 46 funds tracked by Wall St. Rank hold CLOX as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Panagram AAA CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 7 Panagram AAA CLO ETF shares in Q3 2025, an estimated $179.
  • Mid-American Wealth Advisory Group first reported a position in Panagram AAA CLO ETF in Q1 2024 and held it in 3 quarters.
  • Mid-American Wealth Advisory Group's Panagram AAA CLO ETF position peaked at $938K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.