Bellevue Asset Management
CLOX icon

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
Q2 		$119K Hold
4,657
– – 0.06% 110
2026
Q1 		$119K Buy
+4,657
New +$119K 0.06% 101

Other funds holding CLOX

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Copia Wealth Management
Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return
Carmel Capital Partners
Carmel Capital Partners San Diego, California $279M AUM 2.49% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
WESPAC Advisors
WESPAC Advisors Orinda, California $198M AUM 35.33% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
Spectrum Asset Management (California)
Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return
Primoris Wealth Advisors
Primoris Wealth Advisors North Palm Beach, Florida $215M AUM 64.65% 1-Year Est. Return

Bellevue Asset Management's CLOX Position: Q2 2026 in Review

Bellevue Asset Management held its Panagram AAA CLO ETF (CLOX) position steady in Q2 2026 at 4,657 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #110.

Bellevue Asset Management first reported a position in CLOX in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Bellevue Asset Management held 4,657 shares of Panagram AAA CLO ETF worth $119K as of Q2 2026.
  • Bellevue Asset Management left its Panagram AAA CLO ETF share count unchanged in Q2 2026.
  • Panagram AAA CLO ETF made up 0.06% of Bellevue Asset Management's portfolio in Q2 2026, its #110 holding.
  • Bellevue Asset Management first reported a position in Panagram AAA CLO ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.