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

Copia Wealth Management’s Portfolio CLOZ Stock Details CLOZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$779K Sell
29,141
-168
-0.6% -$4.49K 0.66% 40
2025
Q1 		$779K Buy
+29,309
New +$779K 0.72% 34