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Sequoia Financial Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

Sequoia Financial 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
2026
Q2 		$326K Buy
12,708
+152
+1% +$3.88K ﹤0.01% 1616
2026
Q1 		$321K Buy
12,556
+146
+1% +$3.73K ﹤0.01% 1535
2025
Q4 		$317K Buy
12,410
+158
+1% +$4.04K ﹤0.01% 1531
2025
Q3 		$313K Buy
12,252
+161
+1% +$4.11K ﹤0.01% 1376
2025
Q2 		$310K Buy
12,091
+149
+1% +$3.79K ﹤0.01% 1252
2025
Q1 		$305K Buy
11,942
+175
+1% +$4.47K ﹤0.01% 1055
2024
Q4 		$300K Buy
11,767
+167
+1% +$4.26K ﹤0.01% 1021
2024
Q3 		$296K Buy
11,600
+183
+2% +$4.67K ﹤0.01% 976
2024
Q2 		$292K Buy
+11,417
New +$291K ﹤0.01% 904

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

Sequoia Financial Advisors's CLOX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 1.2% in Q2 2026, buying an estimated $3.88K and bringing the position to 12,708 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Sequoia Financial Advisors first reported a position in CLOX in Q2 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Sequoia Financial Advisors held 12,708 shares of Panagram AAA CLO ETF worth $326K as of Q2 2026.
  • Sequoia Financial Advisors bought 152 Panagram AAA CLO ETF shares in Q2 2026, an estimated $3.88K.
  • Panagram AAA CLO ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1616 holding.
  • Sequoia Financial Advisors first reported a position in Panagram AAA CLO ETF in Q2 2024 and has held it in 9 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.