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Primoris Wealth Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Primoris Wealth 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 		$2.94M Buy
114,650
+102,200
+821% +$2.61M 1.34% 22
2026
Q1 		$318K Buy
12,450
+1,200
+11% +$30.6K 0.22% 71
2025
Q4 		$287K Hold
11,250
– – 0.17% 92
2025
Q3 		$288K Buy
+11,250
New +$287K 0.18% 83

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
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Primoris Wealth Advisors's CLOX Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 821% in Q2 2026, buying an estimated $2.61M and bringing the position to 114,650 shares worth $2.94M. The position accounts for 1.34% of the portfolio, ranked #22.

Primoris Wealth Advisors first reported a position in CLOX in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Primoris Wealth Advisors held 114,650 shares of Panagram AAA CLO ETF worth $2.94M as of Q2 2026.
  • Primoris Wealth Advisors bought 102,200 Panagram AAA CLO ETF shares in Q2 2026, an estimated $2.61M.
  • Panagram AAA CLO ETF made up 1.34% of Primoris Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Primoris Wealth Advisors first reported a position in Panagram AAA CLO ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.