Cibc Private Wealth Group, LLC Asset Management

Cibc Private Wealth Group, LLC

$52.7 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
NKX Nuveen California Amt Free Quality Municipal Income Fund	$0	$7,000 0.0% of portfolio	615	Q4 2024 Reduced 25.27%
JHG Janus Henderson Group PLC	$6.66B	$6,000 0.0% of portfolio	142	Q4 2024 Reduced 75.09%
NXDT Nexpoint Diversified Real Estate Trust	$0	$6,000 0.0% of portfolio	1,146	Q4 2024 Added 2.23%
OXSQ Oxford Square Capital Corp.	$139M	$6,000 0.0% of portfolio	2,500	Q2 2024 New
RVT Royce Value Trust, Inc.	$0	$6,000 0.0% of portfolio	407	Q4 2024 Reduced 96.5%
STK Columbia Seligman Premium Technology Growth Fund, Inc.	$0	$6,000 0.0% of portfolio	200	Q1 2024 New
TPG Tpg Inc.	$3.48B	$6,000 0.0% of portfolio	110	Q2 2024 Reduced 91.27%
FRA Blackrock Floating Rate Income Strategies Fund, Inc.	$0	$5,000 0.0% of portfolio	430	Q1 2024 New
VCTR Victory Capital Holdings, Inc.	$4.11B	$5,000 0.0% of portfolio	84	Q4 2024 Reduced 84.0%
THQ Tekla Healthcare Opportunities Fund	$0	$5,000 0.0% of portfolio	265	Q4 2024 Reduced 63.8%
SCD Lmp Capital & Income Fund Inc.	$0	$5,000 0.0% of portfolio	300	Q4 2024 New
JFR Nuveen Floating Rate Income Fund	$0	$5,000 0.0% of portfolio	568	Q3 2024 Reduced 50.57%
GCMG Gcm Grosvenor Inc.	$2.51B	$4,000 0.0% of portfolio	351	Q1 2024 New
HLNE Hamilton Lane Inc	$5.71B	$4,000 0.0% of portfolio	30	Q2 2024 Reduced 54.55%
ASA Asa Gold & Precious Metals LTD	$493M	$4,000 0.0% of portfolio	200	Q1 2024 New
NUV Nuveen Municipal Value Fund Inc	$0	$4,000 0.0% of portfolio	564	Q3 2024 Reduced 92.02%
SAR Saratoga Investment Corp.	$298M	$4,000 0.0% of portfolio	200	Q4 2024 Reduced 50.0%
BKN Blackrock Investment Quality Municipal Trust, Inc.	$0	$3,000 0.0% of portfolio	334	Q3 2024 Reduced 94.27%
JHI John Hancock Investors Trust	$0	$3,000 0.0% of portfolio	251	Q1 2024 New
HFRO Highland Income Fund\Ma	$0	$3,000 0.0% of portfolio	713	Q4 2024 Reduced 2.06%
PX P10, Inc.	$485M	$3,000 0.0% of portfolio	280	Q3 2024 New
BOE Black Rock Enhanced Global Dividend Trust	$0	$2,000 0.0% of portfolio	202	Q4 2024 Added 1.0%
DHF Bny Mellon High Yield Strategies Fund	$0	$1,000 0.0% of portfolio	500	Q3 2024 Reduced 17.49%
MCR Mfs Charter Income Trust	$0	$1,000 0.0% of portfolio	300	Q1 2024 New
BHK Blackrock Core Bond Trust	$0	$0 0.0% of portfolio	1	Q1 2024 New
BTT Black Rock Municipal 2030 Target Term Trust	$0	$0 0.0% of portfolio	0	Q4 2024 New
CRF Cornerstone Total Return Fund Inc	$0	$0 0.0% of portfolio	26	Q1 2024 New
DTF Dtf Tax Free Income 2028 Term Fund Inc	$0	$0 0.0% of portfolio	1	Q2 2024 New
DPG Duff & Phelps Utility & Infrastructure Fund Inc.	$0	$0 0.0% of portfolio	1	Q2 2024 New
EMO Clear Bridge Energy Midstream Opportunity Fund Inc.	$0	$0 0.0% of portfolio	17	Q2 2024 New
PFN Pimco Income Strategy Fund Ii	$0	$0 0.0% of portfolio	31	Q1 2024 New
WHF White Horse Finance, Inc.	$251M	$0 0.0% of portfolio	72	Q4 2024 New

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