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

Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Copia Wealth Management Bend, Oregon $166M AUM 22.14% 1-Year Est. Return

Carmel Capital Partners San Diego, California $303M AUM 14.73% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 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.