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
2026 Q2	$11.8K	Buy	+461	New	+$11.8K	﹤0.01%	8478
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 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

UBS Group's CLOX Position: Q2 2026 in Review

UBS Group opened a new position in Panagram AAA CLO ETF (CLOX) in Q2 2026: 461 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #8478 among its holdings. This is a return to the name: UBS Group previously reported a position in CLOX as recently as Q3 2025.

UBS Group first reported a position in CLOX in Q4 2023 and has held it in 7 quarters since. The position peaked at $34.8K in Q2 2025. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

UBS Group held 461 shares of Panagram AAA CLO ETF worth $11.8K as of Q2 2026.
Panagram AAA CLO ETF was a new UBS Group position in Q2 2026.
Panagram AAA CLO ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8478 holding.
UBS Group first reported a position in Panagram AAA CLO ETF in Q4 2023 and has held it in 7 quarters since.
UBS Group's Panagram AAA CLO ETF position peaked at $34.8K in Q2 2025.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.