WESPAC Advisors’s Panagram AAA CLO ETF CLOX Stock Holding History

WESPAC Advisors’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	$4.08M	Buy	159,133 +99,365	+166%	+$2.54M	1.99%	9
2026 Q1	$1.53M	Buy	59,768 +10,839	+22%	+$277K	0.84%	29
2025 Q4	$1.25M	Sell	48,929 -5,357	-10%	-$137K	0.68%	46
2025 Q3	$1.39M	Buy	54,286 +7,353	+16%	+$188K	0.81%	35
2025 Q2	$1.2M	Buy	46,933 +15,580	+50%	+$396K	0.84%	34
2025 Q1	$800K	Buy	+31,353	New	+$801K	0.65%	56

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

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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

WESPAC Advisors's CLOX Position: Q2 2026 in Review

WESPAC Advisors increased its Panagram AAA CLO ETF (CLOX) stake by 166% in Q2 2026, buying an estimated $2.54M and bringing the position to 159,133 shares worth $4.08M. The position accounts for 1.99% of the portfolio, ranked #9.

WESPAC Advisors first reported a position in CLOX in Q1 2025 and has held it in 6 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

WESPAC Advisors held 159,133 shares of Panagram AAA CLO ETF worth $4.08M as of Q2 2026.
WESPAC Advisors bought 99,365 Panagram AAA CLO ETF shares in Q2 2026, an estimated $2.54M.
Panagram AAA CLO ETF made up 1.99% of WESPAC Advisors's portfolio in Q2 2026, its #9 holding.
WESPAC Advisors first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 6 quarters since.
58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.