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
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 $377B AUM 19.32% 1-Year Est. Return
CCP
Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 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 $315M AUM 19.93% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
WFA
WMG Financial Advisors Knoxville, Tennessee $265M AUM 26.03% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

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

Bank of Montreal opened a new position in Panagram AAA CLO ETF (CLOX) in Q1 2026: 35,954 shares worth $919K. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in CLOX as recently as Q1 2025.

Bank of Montreal first reported a position in CLOX in Q1 2025 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Bank of Montreal held 35,954 shares of Panagram AAA CLO ETF worth $919K as of Q1 2026.
  • Panagram AAA CLO ETF was a new Bank of Montreal position in Q1 2026.
  • Panagram AAA CLO ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2079 holding.
  • Bank of Montreal first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

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