Quest 10 Wealth Builders’s Panagram AAA CLO ETF CLOX Stock Holding History

Quest 10 Wealth Builders’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	$1.97K	Sell	77 -10	-11%	-$256	﹤0.01%	634
2026 Q1	$2.23K	Hold	87	–	–	﹤0.01%	629
2025 Q4	$2.22K	Sell	87 -7	-7%	-$179	﹤0.01%	575
2025 Q3	$2.4K	Hold	94	–	–	﹤0.01%	599
2025 Q2	$2.41K	Hold	94	–	–	﹤0.01%	571
2025 Q1	$2.4K	Sell	94 -21	-18%	-$536	﹤0.01%	550
2024 Q4	$2.93K	Buy	+115	New	+$2.93K	﹤0.01%	567

Other funds holding CLOX

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

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

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

Quest 10 Wealth Builders's CLOX Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Panagram AAA CLO ETF (CLOX) stake by 11% in Q2 2026, selling an estimated $256 and leaving 77 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Quest 10 Wealth Builders first reported a position in CLOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93K in Q4 2024. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Quest 10 Wealth Builders held 77 shares of Panagram AAA CLO ETF worth $1.97K as of Q2 2026.
Quest 10 Wealth Builders sold 10 Panagram AAA CLO ETF shares in Q2 2026, an estimated $256.
Panagram AAA CLO ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #634 holding.
Quest 10 Wealth Builders first reported a position in Panagram AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's Panagram AAA CLO ETF position peaked at $2.93K in Q4 2024.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.