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
Q2 		$232K Sell
9,059
-47,118
-84% -$1.2M ﹤0.01% 2902
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

Security Benefit Life Insurance Company
Security Benefit Life Insurance Company Topeka, Kansas $82.3M AUM 20.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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

Janney Montgomery Scott's CLOX Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Panagram AAA CLO ETF (CLOX) stake by 84% in Q2 2026, selling an estimated $1.2M and leaving 9,059 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2902.

Janney Montgomery Scott first reported a position in CLOX in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q1 2026. 58 funds tracked by Wall St. Rank hold CLOX as of Q2 2026.

  • Janney Montgomery Scott held 9,059 shares of Panagram AAA CLO ETF worth $232K as of Q2 2026.
  • Janney Montgomery Scott sold 47,118 Panagram AAA CLO ETF shares in Q2 2026, an estimated $1.2M.
  • Panagram AAA CLO ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2902 holding.
  • Janney Montgomery Scott first reported a position in Panagram AAA CLO ETF in Q1 2025 and has held it in 4 quarters since.
  • Janney Montgomery Scott's Panagram AAA CLO ETF position peaked at $1.44M in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Panagram AAA CLO ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.