SHP Wealth Management
CLOX icon

SHP Wealth Management’s Panagram AAA CLO ETF CLOX Stock Holding History

SHP Wealth Management’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 		$2.69K Hold
105
– – ﹤0.01% 1314
2026
Q1 		$2.68K Hold
105
– – ﹤0.01% 1215
2025
Q4 		$2.68K Buy
+105
New +$2.68K ﹤0.01% 1087

Other funds holding CLOX

Security Benefit Life Insurance Company
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
Copia Wealth Management
Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return
Carmel Capital Partners
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
WESPAC Advisors
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Primoris Wealth Advisors
Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

SHP Wealth Management's CLOX Position: Q2 2026 in Review

SHP Wealth Management held its Panagram AAA CLO ETF (CLOX) position steady in Q2 2026 at 105 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

SHP Wealth Management first reported a position in CLOX in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • SHP Wealth Management held 105 shares of Panagram AAA CLO ETF worth $2.69K as of Q2 2026.
  • SHP Wealth Management left its Panagram AAA CLO ETF share count unchanged in Q2 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1314 holding.
  • SHP Wealth Management first reported a position in Panagram AAA CLO ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.