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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
Q1 		$2.69K Hold
105
– – ﹤0.01% 1215
2025
Q4 		$2.68K Buy
+105
New +$2.68K ﹤0.01% 1087

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
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 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 $626M AUM 33.6% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 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

SHP Wealth Management's CLOX Position: Q1 2026 in Review

SHP Wealth Management held its Panagram AAA CLO ETF (CLOX) position steady in Q1 2026 at 105 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

SHP Wealth Management first reported a position in CLOX in Q4 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • SHP Wealth Management held 105 shares of Panagram AAA CLO ETF worth $2.69K as of Q1 2026.
  • SHP Wealth Management left its Panagram AAA CLO ETF share count unchanged in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1215 holding.
  • SHP Wealth Management first reported a position in Panagram AAA CLO ETF in Q4 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.