Janney Montgomery Scott
CLOX icon

Janney Montgomery Scott’s Panagram AAA CLO ETF CLOX Stock Holding History

Janney Montgomery Scott’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 		$1.44M Buy
56,177
+6,662
+13% +$170K ﹤0.01% 1449
2025
Q4 		$1.26M Buy
+49,515
New +$1.26M ﹤0.01% 1599
2025
Q2 		– Sell
-11,966
Closed -$305K – 2720
2025
Q1 		$305K Buy
+11,966
New +$306K ﹤0.01% 2297

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

Janney Montgomery Scott's CLOX Position: Q1 2026 in Review

Janney Montgomery Scott increased its Panagram AAA CLO ETF (CLOX) stake by 13% in Q1 2026, buying an estimated $170K and bringing the position to 56,177 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Janney Montgomery Scott first reported a position in CLOX in Q1 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold CLOX as of Q1 2026.

  • Janney Montgomery Scott held 56,177 shares of Panagram AAA CLO ETF worth $1.44M as of Q1 2026.
  • Janney Montgomery Scott bought 6,662 Panagram AAA CLO ETF shares in Q1 2026, an estimated $170K.
  • Panagram AAA CLO ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1449 holding.
  • Janney Montgomery Scott first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.