SS
CLOX icon

Sunbelt Securities’s Panagram AAA CLO ETF CLOX Stock Holding History

Sunbelt Securities’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
2024
Q4 		– Sell
-200
Closed -$5.12K – 1828
2024
Q3 		$5.12K Buy
200
+3
+2% +$77 ﹤0.01% 1429
2024
Q2 		$5.03K Buy
+197
New +$5.03K ﹤0.01% 1395

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return
SIA
Schechter Investment Advisors Birmingham, Michigan $1.21B AUM 8.73% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Sunbelt Securities's CLOX Position: Q4 2024 in Review

Sunbelt Securities sold out of Panagram AAA CLO ETF (CLOX) in Q4 2024, closing a stake of 200 shares — an estimated $5.12K sold.

Sunbelt Securities first reported a position in CLOX in Q2 2024 and held it in 2 quarters. The position peaked at $5.12K in Q3 2024. 23 funds tracked by Wall St. Rank hold CLOX as of Q4 2024.

  • Sunbelt Securities reported no remaining Panagram AAA CLO ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 200 Panagram AAA CLO ETF shares in Q4 2024, an estimated $5.12K.
  • Sunbelt Securities first reported a position in Panagram AAA CLO ETF in Q2 2024 and held it in 2 quarters.
  • Sunbelt Securities's Panagram AAA CLO ETF position peaked at $5.12K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.