Steward Partners Investment Advisory’s Panagram AAA CLO ETF CLOX Stock Holding History

Steward Partners Investment Advisory’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	$404K	Buy	15,768 +8,571	+119%	+$219K	﹤0.01%	1828
2026 Q1	$184K	Buy	7,197 +783	+12%	+$20K	﹤0.01%	2067
2025 Q4	$164K	Buy	6,414 +5,414	+541%	+$138K	﹤0.01%	2015
2025 Q3	$25.6K	Hold	1,000	–	–	﹤0.01%	2968
2025 Q2	$25.6K	Buy	+1,000	New	+$25.4K	﹤0.01%	2798

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

AAP

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

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

WESPAC Advisors Orinda, California $205M AUM 41.07% 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

PWA

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

Steward Partners Investment Advisory's CLOX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Panagram AAA CLO ETF (CLOX) stake by 119% in Q2 2026, buying an estimated $219K and bringing the position to 15,768 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

Steward Partners Investment Advisory first reported a position in CLOX in Q2 2025 and has held it in 5 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

Steward Partners Investment Advisory held 15,768 shares of Panagram AAA CLO ETF worth $404K as of Q2 2026.
Steward Partners Investment Advisory bought 8,571 Panagram AAA CLO ETF shares in Q2 2026, an estimated $219K.
Panagram AAA CLO ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1828 holding.
Steward Partners Investment Advisory first reported a position in Panagram AAA CLO ETF in Q2 2025 and has held it in 5 quarters since.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.