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Schechter Investment Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$3.93M Buy
154,134
+1,923
+1% +$49.1K 0.32% 64
2024
Q4 		$3.88M Sell
152,211
-23,806
-14% -$607K 0.3% 71
2024
Q3 		$4.5M Buy
176,017
+26,391
+18% +$673K 0.33% 57
2024
Q2 		$3.82M Buy
149,626
+49,422
+49% +$1.26M 0.29% 61
2024
Q1 		$2.56M Buy
100,204
+81,204
+427% +$2.07M 0.19% 96
2023
Q4 		$481K Buy
+19,000
New +$481K 0.04% 359

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Schechter Investment Advisors's CLOX Position: Q1 2025 in Review

Schechter Investment Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 1.3% in Q1 2025, buying an estimated $49.1K and bringing the position to 154,134 shares worth $3.93M. The position accounts for 0.32% of the portfolio, ranked #64.

Schechter Investment Advisors first reported a position in CLOX in Q4 2023 and has held it in 6 quarters since. The position peaked at $4.5M in Q3 2024. 32 funds tracked by Wall St. Rank hold CLOX as of Q1 2025.

  • Schechter Investment Advisors held 154,134 shares of Panagram AAA CLO ETF worth $3.93M as of Q1 2025.
  • Schechter Investment Advisors bought 1,923 Panagram AAA CLO ETF shares in Q1 2025, an estimated $49.1K.
  • Panagram AAA CLO ETF made up 0.32% of Schechter Investment Advisors's portfolio in Q1 2025, its #64 holding.
  • Schechter Investment Advisors first reported a position in Panagram AAA CLO ETF in Q4 2023 and has held it in 6 quarters since.
  • Schechter Investment Advisors's Panagram AAA CLO ETF position peaked at $4.5M in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.