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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
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 $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

Rossby Financial's CLOX Position: Q1 2026 in Review

Rossby Financial held its Panagram AAA CLO ETF (CLOX) position steady in Q1 2026 at 128 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Rossby Financial first reported a position in CLOX in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.28K in Q3 2025. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Rossby Financial held 128 shares of Panagram AAA CLO ETF worth $3.27K as of Q1 2026.
  • Rossby Financial left its Panagram AAA CLO ETF share count unchanged in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1645 holding.
  • Rossby Financial first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Panagram AAA CLO ETF position peaked at $3.28K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.