NMG
CLOX icon

New Millennium Group’s Panagram AAA CLO ETF CLOX Stock Holding History

New Millennium 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
Q4 		$1.25K Hold
49
– – ﹤0.01% 323
2025
Q3 		$1.25K Hold
49
– – ﹤0.01% 338
2025
Q2 		$1.25K Hold
49
– – ﹤0.01% 344
2025
Q1 		$1.25K Hold
49
– – ﹤0.01% 381
2024
Q4 		$1.25K Buy
+49
New +$1.25K ﹤0.01% 430

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 $377B AUM 19.32% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 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
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
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

New Millennium Group's CLOX Position: Q4 2025 in Review

New Millennium Group held its Panagram AAA CLO ETF (CLOX) position steady in Q4 2025 at 49 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

New Millennium Group first reported a position in CLOX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.25K in Q2 2025. 55 funds tracked by Wall St. Rank hold CLOX as of Q4 2025.

  • New Millennium Group held 49 shares of Panagram AAA CLO ETF worth $1.25K as of Q4 2025.
  • New Millennium Group left its Panagram AAA CLO ETF share count unchanged in Q4 2025.
  • Panagram AAA CLO ETF made up ﹤0.01% of New Millennium Group's portfolio in Q4 2025, its #323 holding.
  • New Millennium Group first reported a position in Panagram AAA CLO ETF in Q4 2024 and has held it in 5 quarters since.
  • New Millennium Group's Panagram AAA CLO ETF position peaked at $1.25K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.