AWA
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Acorn Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Acorn Wealth Advisors’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
2026
Q1 		$283K Sell
5,739
-52
-0.9% -$2.59K 0.08% 209
2025
Q4 		$291K Sell
5,791
-177
-3% -$8.96K 0.09% 210
2025
Q3 		$305K Sell
5,968
-228
-4% -$11.6K 0.1% 207
2025
Q2 		$316K Sell
6,196
-191
-3% -$9.6K 0.12% 169
2025
Q1 		$322K Sell
6,387
-220
-3% -$11.2K 0.13% 156
2024
Q4 		$338K Sell
6,607
-42
-0.6% -$2.15K 0.14% 145
2024
Q3 		$340K Buy
6,649
+784
+13% +$40K 0.15% 147
2024
Q2 		$300K Buy
5,865
+339
+6% +$17.3K 0.15% 148
2024
Q1 		$283K Buy
5,526
+196
+4% +$9.96K 0.15% 149
2023
Q4 		$269K Buy
5,330
+1,042
+24% +$52.2K 0.16% 144
2023
Q3 		$216K Buy
+4,288
New +$215K 0.14% 166

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $362M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return