Bank of Montreal
CLOX icon

Bank of Montreal’s Panagram AAA CLO ETF CLOX Stock Holding History

Bank of Montreal’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 		$966K Buy
37,727
+1,773
+5% +$45.3K ﹤0.01% 2101
2026
Q1 		$919K Buy
+35,954
New +$918K ﹤0.01% 2079
2025
Q2 		– Sell
-23,606
Closed -$602K – 3542
2025
Q1 		$602K Buy
+23,606
New +$603K ﹤0.01% 2088

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
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
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 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

Bank of Montreal's CLOX Position: Q2 2026 in Review

Bank of Montreal increased its Panagram AAA CLO ETF (CLOX) stake by 4.9% in Q2 2026, buying an estimated $45.3K and bringing the position to 37,727 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #2101.

Bank of Montreal first reported a position in CLOX in Q1 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Bank of Montreal held 37,727 shares of Panagram AAA CLO ETF worth $966K as of Q2 2026.
  • Bank of Montreal bought 1,773 Panagram AAA CLO ETF shares in Q2 2026, an estimated $45.3K.
  • Panagram AAA CLO ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2101 holding.
  • Bank of Montreal first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.