Bank of Montreal
BCLO

Bank of Montreal’s iShares BBB-B CLO Active ETF BCLO Stock Holding History

Bank of Montreal’s Portfolio BCLO Stock Details BCLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Buy
+5,900
New +$292K ﹤0.01% 2699

Other funds holding BCLO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's BCLO Position: Q1 2026 in Review

Bank of Montreal opened a new position in iShares BBB-B CLO Active ETF (BCLO) in Q1 2026: 5,900 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #2699 among its holdings.

12 funds tracked by Wall St. Rank hold BCLO as of Q1 2026.

  • Bank of Montreal held 5,900 shares of iShares BBB-B CLO Active ETF worth $289K as of Q1 2026.
  • iShares BBB-B CLO Active ETF was a new Bank of Montreal position in Q1 2026.
  • iShares BBB-B CLO Active ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2699 holding.
  • 12 funds tracked by Wall St. Rank held iShares BBB-B CLO Active ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.