Bank of Montreal’s Franklin BSP CLO ETF YCLO Stock Holding History

Bank of Montreal’s Portfolio YCLO Stock Details YCLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.02M	Buy	+199,448	New	+$5.01M	﹤0.01%	1366

Other funds holding YCLO

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal opened a new position in Franklin BSP CLO ETF (YCLO) in Q2 2026: 199,448 shares worth $5.02M. The stake represents ﹤0.01% of the portfolio and ranks #1366 among its holdings.

9 funds tracked by Wall St. Rank hold YCLO as of Q2 2026.

Bank of Montreal held 199,448 shares of Franklin BSP CLO ETF worth $5.02M as of Q2 2026.
Franklin BSP CLO ETF was a new Bank of Montreal position in Q2 2026.
Franklin BSP CLO ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1366 holding.
9 funds tracked by Wall St. Rank held Franklin BSP CLO ETF as of Q2 2026.

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