CIBC Private Wealth Group’s Panagram BBB-B CLO ETF CLOZ Stock Holding History

CIBC Private Wealth Group’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 Q4	$100K	Buy	3,793 +71	+2%	+$1.89K	﹤0.01%	1509
2025 Q3	$99.8K	Hold	3,722	–	–	﹤0.01%	1497
2025 Q2	$99.5K	Hold	3,722	–	–	﹤0.01%	1386
2025 Q1	$94.6K	Hold	3,722	–	–	﹤0.01%	1382
2024 Q4	$101K	Hold	3,722	–	–	﹤0.01%	1413
2024 Q3	$100K	Hold	3,722	–	–	﹤0.01%	1477
2024 Q2	$99.8K	Buy	+3,722	New	+$99.8K	﹤0.01%	1399

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

EPG

Estate Planners Group Yardley, Pennsylvania $208M AUM

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIBC Private Wealth Group's CLOZ Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Panagram BBB-B CLO ETF (CLOZ) stake by 1.9% in Q4 2025, buying an estimated $1.89K and bringing the position to 3,793 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

CIBC Private Wealth Group first reported a position in CLOZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $101K in Q4 2024. 108 funds tracked by Wall St. Rank hold CLOZ as of Q4 2025.

CIBC Private Wealth Group held 3,793 shares of Panagram BBB-B CLO ETF worth $100K as of Q4 2025.
CIBC Private Wealth Group bought 71 Panagram BBB-B CLO ETF shares in Q4 2025, an estimated $1.89K.
Panagram BBB-B CLO ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1509 holding.
CIBC Private Wealth Group first reported a position in Panagram BBB-B CLO ETF in Q2 2024 and has held it in 7 quarters since.
CIBC Private Wealth Group's Panagram BBB-B CLO ETF position peaked at $101K in Q4 2024.
108 funds tracked by Wall St. Rank held Panagram BBB-B CLO ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.