UBS Group
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UBS Group’s Panagram AAA CLO ETF CLOX Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-760
Closed -$19.4K – 10571
2025
Q3 		$19.4K Sell
760
-601
-44% -$15.4K ﹤0.01% 8171
2025
Q2 		$34.8K Buy
1,361
+1,240
+1,025% +$31.5K ﹤0.01% 8060
2025
Q1 		$3.09K Buy
+121
New +$3.09K ﹤0.01% 9251
2024
Q3 		– Sell
-144
Closed -$3.68K – 9555
2024
Q2 		$3.68K Buy
144
+109
+311% +$2.78K ﹤0.01% 8187
2024
Q1 		$893 Sell
35
-119
-77% -$3.03K ﹤0.01% 8319
2023
Q4 		$3.9K Buy
+154
New +$3.9K ﹤0.01% 7922

Other funds holding CLOX

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAMC
Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $141M AUM 21.84% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 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 $265M AUM 26.03% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

UBS Group's CLOX Position: Q4 2025 in Review

UBS Group sold out of Panagram AAA CLO ETF (CLOX) in Q4 2025, closing a stake of 760 shares — an estimated $19.4K sold.

UBS Group first reported a position in CLOX in Q4 2023 and held it in 6 quarters. The position peaked at $34.8K in Q2 2025. 55 funds tracked by Wall St. Rank hold CLOX as of Q4 2025.

  • UBS Group reported no remaining Panagram AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 760 Panagram AAA CLO ETF shares in Q4 2025, an estimated $19.4K.
  • UBS Group first reported a position in Panagram AAA CLO ETF in Q4 2023 and held it in 6 quarters.
  • UBS Group's Panagram AAA CLO ETF position peaked at $34.8K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.