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Plante Moran Financial Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-78
Closed -$1.99K – 821
2024
Q4 		$1.99K Hold
78
– – ﹤0.01% 781
2024
Q3 		$1.99K Buy
+78
New +$1.99K ﹤0.01% 756

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

Plante Moran Financial Advisors's CLOX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Panagram AAA CLO ETF (CLOX) in Q1 2025, closing a stake of 78 shares — an estimated $1.99K sold.

Plante Moran Financial Advisors first reported a position in CLOX in Q3 2024 and held it in 2 quarters. The position peaked at $1.99K in Q3 2024. 32 funds tracked by Wall St. Rank hold CLOX as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining Panagram AAA CLO ETF position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 78 Panagram AAA CLO ETF shares in Q1 2025, an estimated $1.99K.
  • Plante Moran Financial Advisors first reported a position in Panagram AAA CLO ETF in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Panagram AAA CLO ETF position peaked at $1.99K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.