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Mount Yale Investment Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Mount Yale Investment Advisors’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
-392
Closed -$10K – 837
2025
Q2 		$10K Buy
+392
New +$9.96K ﹤0.01% 1134

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

Mount Yale Investment Advisors's CLOX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Panagram AAA CLO ETF (CLOX) in Q3 2025, closing a stake of 392 shares — an estimated $10K sold.

Mount Yale Investment Advisors first reported a position in CLOX in Q2 2025 and held it in 1 quarter. The position peaked at $10K in Q2 2025. 46 funds tracked by Wall St. Rank hold CLOX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Panagram AAA CLO ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 392 Panagram AAA CLO ETF shares in Q3 2025, an estimated $10K.
  • Mount Yale Investment Advisors first reported a position in Panagram AAA CLO ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Panagram AAA CLO ETF position peaked at $10K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.