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NewEdge Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

NewEdge 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
2026
Q1 		$402K Buy
15,739
+449
+3% +$11.5K ﹤0.01% 2145
2025
Q4 		$390K Sell
15,290
-142
-0.9% -$3.63K ﹤0.01% 2143
2025
Q3 		$395K Buy
15,432
+7,432
+93% +$190K ﹤0.01% 1986
2025
Q2 		$205K Buy
+8,000
New +$203K ﹤0.01% 2212

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 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 $240M AUM 22.59% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

NewEdge Advisors's CLOX Position: Q1 2026 in Review

NewEdge Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 2.9% in Q1 2026, buying an estimated $11.5K and bringing the position to 15,739 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

NewEdge Advisors first reported a position in CLOX in Q2 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • NewEdge Advisors held 15,739 shares of Panagram AAA CLO ETF worth $402K as of Q1 2026.
  • NewEdge Advisors bought 449 Panagram AAA CLO ETF shares in Q1 2026, an estimated $11.5K.
  • Panagram AAA CLO ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2145 holding.
  • NewEdge Advisors first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.