WWM
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WT Wealth Management’s Panagram AAA CLO ETF CLOX Stock Holding History

WT Wealth 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
Q3 		$3.43M Buy
+133,880
New +$3.42M 0.96% 28

Other funds holding CLOX

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

WT Wealth Management's CLOX Position: Q3 2026 in Review

WT Wealth Management opened a new position in Panagram AAA CLO ETF (CLOX) in Q3 2026: 133,880 shares worth $3.43M. The stake represents 0.96% of the portfolio and ranks #28 among its holdings.

6 funds tracked by Wall St. Rank hold CLOX as of Q3 2026.

  • WT Wealth Management held 133,880 shares of Panagram AAA CLO ETF worth $3.43M as of Q3 2026.
  • Panagram AAA CLO ETF was a new WT Wealth Management position in Q3 2026.
  • Panagram AAA CLO ETF made up 0.96% of WT Wealth Management's portfolio in Q3 2026, its #28 holding.
  • 6 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.