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

PFG 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 Q3	$1.31M	Buy	+51,092	New	+$1.31M	0.07%	316

Other funds holding CLOX

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

PFG Advisors's CLOX Position: Q3 2026 in Review

PFG Advisors opened a new position in Panagram AAA CLO ETF (CLOX) in Q3 2026: 51,092 shares worth $1.31M. The stake represents 0.07% of the portfolio and ranks #316 among its holdings.

7 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

PFG Advisors held 51,092 shares of Panagram AAA CLO ETF worth $1.31M as of Q3 2026.
Panagram AAA CLO ETF was a new PFG Advisors position in Q3 2026.
Panagram AAA CLO ETF made up 0.07% of PFG Advisors's portfolio in Q3 2026, its #316 holding.
7 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.