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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
Q2 		$636K Buy
24,832
+9,093
+58% +$232K ﹤0.01% 1983
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 $182M AUM 31.21% 1-Year Est. Return
LPL Financial
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
WA
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

NewEdge Advisors's CLOX Position: Q2 2026 in Review

NewEdge Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 58% in Q2 2026, buying an estimated $232K and bringing the position to 24,832 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

NewEdge Advisors first reported a position in CLOX in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • NewEdge Advisors held 24,832 shares of Panagram AAA CLO ETF worth $636K as of Q2 2026.
  • NewEdge Advisors bought 9,093 Panagram AAA CLO ETF shares in Q2 2026, an estimated $232K.
  • Panagram AAA CLO ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1983 holding.
  • NewEdge Advisors first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.