AFWM
CLOZ icon

Abich Financial Wealth Management’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

Abich Financial Wealth Management’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$16.9K Buy
+632
New +$16.9K 0.01% 409

Other funds holding CLOZ

AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
GFP
Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCWM
Ball & Co Wealth Management Franklin, Tennessee $141M AUM 21.84% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Abich Financial Wealth Management's CLOZ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Panagram BBB-B CLO ETF (CLOZ) in Q3 2025: 632 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings.

97 funds tracked by Wall St. Rank hold CLOZ as of Q3 2025.

  • Abich Financial Wealth Management held 632 shares of Panagram BBB-B CLO ETF worth $16.9K as of Q3 2025.
  • Panagram BBB-B CLO ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Panagram BBB-B CLO ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #409 holding.
  • 97 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.