RF
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Rossby Financial’s Panagram AAA CLO ETF CLOX Stock Holding History

Rossby Financial’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 		$3.28K Hold
128
– – ﹤0.01% 1596
2026
Q1 		$3.27K Hold
128
– – ﹤0.01% 1645
2025
Q4 		$3.27K Hold
128
– – ﹤0.01% 1233
2025
Q3 		$3.28K Hold
128
– – ﹤0.01% 1053
2025
Q2 		$3.28K Hold
128
– – ﹤0.01% 965
2025
Q1 		$3.24K Buy
+128
New +$3.27K ﹤0.01% 856

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

Rossby Financial's CLOX Position: Q2 2026 in Review

Rossby Financial held its Panagram AAA CLO ETF (CLOX) position steady in Q2 2026 at 128 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Rossby Financial first reported a position in CLOX in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Rossby Financial held 128 shares of Panagram AAA CLO ETF worth $3.28K as of Q2 2026.
  • Rossby Financial left its Panagram AAA CLO ETF share count unchanged in Q2 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1596 holding.
  • Rossby Financial first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.