Spurstone Advisory Services’s Panagram AAA CLO ETF CLOX Stock Holding History

Spurstone Advisory 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 Q1	$332	Hold	13	–	–	0.01%	66
2025 Q4	$332	Hold	13	–	–	0.01%	87
2025 Q3	$332	Hold	13	–	–	﹤0.01%	106
2025 Q2	$332	Hold	13	–	–	0.01%	129
2025 Q1	$331	Buy	+13	New	+$332	0.01%	94

Other funds holding CLOX

SBLIC

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCP

Carmel Capital Partners San Diego, California $277M AUM 15.49% 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 $605M AUM 28.64% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

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

Spurstone Advisory Services's CLOX Position: Q1 2026 in Review

Spurstone Advisory Services held its Panagram AAA CLO ETF (CLOX) position steady in Q1 2026 at 13 shares worth $332. The position accounts for 0.01% of the portfolio, ranked #66.

Spurstone Advisory Services first reported a position in CLOX in Q1 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

Spurstone Advisory Services held 13 shares of Panagram AAA CLO ETF worth $332 as of Q1 2026.
Spurstone Advisory Services left its Panagram AAA CLO ETF share count unchanged in Q1 2026.
Panagram AAA CLO ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #66 holding.
Spurstone Advisory Services first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.