Q1WB
CLOX icon

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
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 $190M AUM 36.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Quest 10 Wealth Builders's CLOX Position: Q1 2026 in Review

Quest 10 Wealth Builders held its Panagram AAA CLO ETF (CLOX) position steady in Q1 2026 at 87 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Quest 10 Wealth Builders first reported a position in CLOX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93K in Q4 2024. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Quest 10 Wealth Builders held 87 shares of Panagram AAA CLO ETF worth $2.23K as of Q1 2026.
  • Quest 10 Wealth Builders left its Panagram AAA CLO ETF share count unchanged in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #629 holding.
  • Quest 10 Wealth Builders first reported a position in Panagram AAA CLO ETF in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's Panagram AAA CLO ETF position peaked at $2.93K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.