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Prostatis Group’s Panagram AAA CLO ETF CLOX Stock Holding History

Prostatis Group’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 		$621K Buy
24,248
+162
+0.7% +$4.14K 0.14% 106
2026
Q1 		$616K Buy
24,086
+296
+1% +$7.56K 0.16% 95
2025
Q4 		$607K Buy
23,790
+7,258
+44% +$185K 0.14% 95
2025
Q3 		$423K Buy
16,532
+7,555
+84% +$193K 0.11% 106
2025
Q2 		$230K Buy
+8,977
New +$228K 0.07% 147

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

Prostatis Group's CLOX Position: Q2 2026 in Review

Prostatis Group increased its Panagram AAA CLO ETF (CLOX) stake by 0.67% in Q2 2026, buying an estimated $4.14K and bringing the position to 24,248 shares worth $621K. The position accounts for 0.14% of the portfolio, ranked #106.

Prostatis Group first reported a position in CLOX in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Prostatis Group held 24,248 shares of Panagram AAA CLO ETF worth $621K as of Q2 2026.
  • Prostatis Group bought 162 Panagram AAA CLO ETF shares in Q2 2026, an estimated $4.14K.
  • Panagram AAA CLO ETF made up 0.14% of Prostatis Group's portfolio in Q2 2026, its #106 holding.
  • Prostatis Group first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.