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LONZ icon

49 Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

49 Wealth Management’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-146,456
Closed -$7.46M – 191
2024
Q2 		$7.46M Buy
+146,456
New +$7.49M 1.47% 18

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

49 Wealth Management's LONZ Position: Q3 2024 in Review

49 Wealth Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2024, closing a stake of 146,456 shares — an estimated $7.46M sold.

49 Wealth Management first reported a position in LONZ in Q2 2024 and held it in 1 quarter. The position peaked at $7.46M in Q2 2024. 47 funds tracked by Wall St. Rank hold LONZ as of Q3 2024.

  • 49 Wealth Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • 49 Wealth Management sold 146,456 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2024, an estimated $7.46M.
  • 49 Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • 49 Wealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $7.46M in Q2 2024.
  • 47 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2024.

Based on 49 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.