Security Benefit Life Insurance Company’s Panagram AAA CLO ETF CLOX Stock Holding History

Security Benefit Life Insurance Company’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	$29.5M	Hold	1,150,274	–	–	16.23%	3
2026 Q1	$29.4M	Sell	1,150,274 -1,108,532	-49%	-$28.3M	15.45%	3
2025 Q4	$57.6M	Hold	2,258,806	–	–	23.8%	2
2025 Q3	$57.8M	Hold	2,258,806	–	–	23.24%	2
2025 Q2	$57.8M	Hold	2,258,806	–	–	27.3%	2
2025 Q1	$57.6M	Hold	2,258,806	–	–	21.57%	2
2024 Q4	$57.5M	Buy	+2,258,806	New	+$57.6M	18.73%	2

Other funds holding CLOX

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

GAM

Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Security Benefit Life Insurance Company's CLOX Position: Q2 2026 in Review

Security Benefit Life Insurance Company held its Panagram AAA CLO ETF (CLOX) position steady in Q2 2026 at 1,150,274 shares worth $29.5M. The position accounts for 16.23% of the portfolio, ranked #3.

Security Benefit Life Insurance Company first reported a position in CLOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.8M in Q2 2025. 14 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Security Benefit Life Insurance Company held 1,150,274 shares of Panagram AAA CLO ETF worth $29.5M as of Q2 2026.
Security Benefit Life Insurance Company left its Panagram AAA CLO ETF share count unchanged in Q2 2026.
Panagram AAA CLO ETF made up 16.23% of Security Benefit Life Insurance Company's portfolio in Q2 2026, its #3 holding.
Security Benefit Life Insurance Company first reported a position in Panagram AAA CLO ETF in Q4 2024 and has held it in 7 quarters since.
Security Benefit Life Insurance Company's Panagram AAA CLO ETF position peaked at $57.8M in Q2 2025.
14 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Security Benefit Life Insurance Company's 13F filing for Q2 2026, filed 21 Jul 2026.