Sowell Financial Services’s Panagram AAA CLO ETF CLOX Stock Holding History

Sowell Financial Services’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 Q3	$245K	Buy	+9,574	New	+$245K	0.01%	1012

Other funds holding CLOX

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

Sowell Financial Services's CLOX Position: Q3 2026 in Review

Sowell Financial Services opened a new position in Panagram AAA CLO ETF (CLOX) in Q3 2026: 9,574 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #1012 among its holdings.

12 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

Sowell Financial Services held 9,574 shares of Panagram AAA CLO ETF worth $245K as of Q3 2026.
Panagram AAA CLO ETF was a new Sowell Financial Services position in Q3 2026.
Panagram AAA CLO ETF made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1012 holding.
12 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.