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 Q2	$333	Hold	13	–	–	﹤0.01%	90
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 $182M AUM 31.21% 1-Year Est. Return

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

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

SAMC

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

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

Spurstone Advisory Services's CLOX Position: Q2 2026 in Review

Spurstone Advisory Services held its Panagram AAA CLO ETF (CLOX) position steady in Q2 2026 at 13 shares worth $333. The position accounts for ﹤0.01% of the portfolio, ranked #90.

Spurstone Advisory Services first reported a position in CLOX in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Spurstone Advisory Services held 13 shares of Panagram AAA CLO ETF worth $333 as of Q2 2026.
Spurstone Advisory Services left its Panagram AAA CLO ETF share count unchanged in Q2 2026.
Panagram AAA CLO ETF made up ﹤0.01% of Spurstone Advisory Services's portfolio in Q2 2026, its #90 holding.
Spurstone Advisory Services first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.