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Wealthspire Advisors (New York)’s Panagram AAA CLO ETF CLOX Stock Holding History

Wealthspire Advisors (New York)’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
-2,738
Closed -$70K – 1379
2025
Q3 		$70K Buy
+2,738
New +$69.9K ﹤0.01% 1126

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 $445B AUM 25.58% 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 $15.1B AUM 27.93% 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

Wealthspire Advisors (New York)'s CLOX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Panagram AAA CLO ETF (CLOX) in Q4 2025, closing a stake of 2,738 shares — an estimated $70K sold.

Wealthspire Advisors (New York) first reported a position in CLOX in Q3 2025 and held it in 1 quarter. The position peaked at $70K in Q3 2025. 55 funds tracked by Wall St. Rank hold CLOX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Panagram AAA CLO ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,738 Panagram AAA CLO ETF shares in Q4 2025, an estimated $70K.
  • Wealthspire Advisors (New York) first reported a position in Panagram AAA CLO ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Panagram AAA CLO ETF position peaked at $70K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.