WAM
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Worth Asset Management’s Panagram AAA CLO ETF CLOX Stock Holding History

Worth Asset Management’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 		$536K Buy
+20,925
New +$535K 0.17% 108

Other funds holding CLOX

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Worth Asset Management's CLOX Position: Q2 2026 in Review

Worth Asset Management opened a new position in Panagram AAA CLO ETF (CLOX) in Q2 2026: 20,925 shares worth $536K. The stake represents 0.17% of the portfolio and ranks #108 among its holdings.

7 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Worth Asset Management held 20,925 shares of Panagram AAA CLO ETF worth $536K as of Q2 2026.
  • Panagram AAA CLO ETF was a new Worth Asset Management position in Q2 2026.
  • Panagram AAA CLO ETF made up 0.17% of Worth Asset Management's portfolio in Q2 2026, its #108 holding.
  • 7 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.