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

OneDigital 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
2026 Q2	$595K	Buy	+23,226	New	+$594K	0.01%	968

Other funds holding CLOX

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

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

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

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

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

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

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

OneDigital Investment Advisors's CLOX Position: Q2 2026 in Review

OneDigital Investment Advisors opened a new position in Panagram AAA CLO ETF (CLOX) in Q2 2026: 23,226 shares worth $595K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings.

58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

OneDigital Investment Advisors held 23,226 shares of Panagram AAA CLO ETF worth $595K as of Q2 2026.
Panagram AAA CLO ETF was a new OneDigital Investment Advisors position in Q2 2026.
Panagram AAA CLO ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #968 holding.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.