Tower Research Capital (TRC)
CLOX icon

Tower Research Capital (TRC)’s Panagram AAA CLO ETF CLOX Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-8,294
Closed -$212K – 5171
2025
Q4 		$212K Sell
8,294
-15,198
-65% -$388K 0.01% 1394
2025
Q3 		$601K Sell
23,492
-103,368
-81% -$2.64M 0.02% 745
2025
Q2 		$3.25M Buy
+126,860
New +$3.22M 0.09% 210

Other funds holding CLOX

Security Benefit Life Insurance Company
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carmel Capital Partners
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
Copia Wealth Management
Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.01% 1-Year Est. Return
Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Black Swift Group
Black Swift Group Boulder, Colorado $692M AUM 44.95% 1-Year Est. Return

Tower Research Capital (TRC)'s CLOX Position: Q1 2026 in Review

Tower Research Capital (TRC) sold out of Panagram AAA CLO ETF (CLOX) in Q1 2026, closing a stake of 8,294 shares — an estimated $212K sold.

Tower Research Capital (TRC) first reported a position in CLOX in Q2 2025 and held it in 3 quarters. The position peaked at $3.25M in Q2 2025. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Tower Research Capital (TRC) reported no remaining Panagram AAA CLO ETF position as of Q1 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 8,294 Panagram AAA CLO ETF shares in Q1 2026, an estimated $212K.
  • Tower Research Capital (TRC) first reported a position in Panagram AAA CLO ETF in Q2 2025 and held it in 3 quarters.
  • Tower Research Capital (TRC)'s Panagram AAA CLO ETF position peaked at $3.25M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.