Morgan Stanley’s Panagram AAA CLO ETF CLOX Stock Holding History

Morgan Stanley’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	$204K	Buy	7,945 +6,380	+408%	+$163K	﹤0.01%	5947
2026 Q1	$40K	Buy	+1,565	New	+$40K	﹤0.01%	6501
2025 Q4	–	Sell	-515	Closed	-$13.2K	–	8249
2025 Q3	$13.2K	Buy	+515	New	+$13.2K	﹤0.01%	6821
2024 Q2	–	Sell	-5,153	Closed	-$131K	–	7863
2024 Q1	$131K	Sell	5,153 -194,847	-97%	-$4.95M	﹤0.01%	5884
2023 Q4	$5.06M	Hold	200,000	–	–	﹤0.01%	3905
2023 Q3	$5.06M	Buy	+200,000	New	+$5.05M	﹤0.01%	3730

Other funds holding CLOX

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

Morgan Stanley's CLOX Position: Q2 2026 in Review

Morgan Stanley increased its Panagram AAA CLO ETF (CLOX) stake by 408% in Q2 2026, buying an estimated $163K and bringing the position to 7,945 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #5947.

Morgan Stanley first reported a position in CLOX in Q3 2023 and has held it in 6 quarters since. The position peaked at $5.06M in Q3 2023. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Morgan Stanley held 7,945 shares of Panagram AAA CLO ETF worth $204K as of Q2 2026.
Morgan Stanley bought 6,380 Panagram AAA CLO ETF shares in Q2 2026, an estimated $163K.
Panagram AAA CLO ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5947 holding.
Morgan Stanley first reported a position in Panagram AAA CLO ETF in Q3 2023 and has held it in 6 quarters since.
Morgan Stanley's Panagram AAA CLO ETF position peaked at $5.06M in Q3 2023.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.