Bellevue Asset Management’s Panagram AAA CLO ETF CLOX Stock Holding History

Bellevue Asset 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 Q1	$119K	Buy	+4,657	New	+$119K	0.06%	101

Other funds holding CLOX

Security Benefit Life Insurance Company Topeka, Kansas $190M AUM 36.38% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Carmel Capital Partners San Diego, California $277M AUM 15.49% 1-Year Est. Return

Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $315M AUM 19.93% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return