Osaic Holdings
CLOX icon

Osaic Holdings’s Panagram AAA CLO ETF CLOX Stock Holding History

Osaic Holdings’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 		$30.6K Hold
1,195
– – ﹤0.01% 5564
2025
Q4 		$30.5K Buy
+1,195
New +$30.5K ﹤0.01% 5581
2025
Q1 		– Sell
-215
Closed -$5.5K – 7486
2024
Q4 		$5.5K Sell
215
-307
-59% -$7.83K ﹤0.01% 6138
2024
Q3 		$13.4K Buy
522
+212
+68% +$5.41K ﹤0.01% 5630
2024
Q2 		$7.92K Hold
310
– – ﹤0.01% 5929
2024
Q1 		$7.91K Buy
+310
New +$7.88K ﹤0.01% 5879

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

Osaic Holdings's CLOX Position: Q1 2026 in Review

Osaic Holdings held its Panagram AAA CLO ETF (CLOX) position steady in Q1 2026 at 1,195 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5564.

Osaic Holdings first reported a position in CLOX in Q1 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Osaic Holdings held 1,195 shares of Panagram AAA CLO ETF worth $30.6K as of Q1 2026.
  • Osaic Holdings left its Panagram AAA CLO ETF share count unchanged in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5564 holding.
  • Osaic Holdings first reported a position in Panagram AAA CLO ETF in Q1 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.