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Advisory Services Network’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Advisory Services Network’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
2025
Q4 		– Sell
-348
Closed -$17.8K – 3243
2025
Q3 		$17.8K Buy
+348
New +$17.7K ﹤0.01% 3008
2025
Q2 		– Sell
-5,216
Closed -$263K – 1816
2025
Q1 		$263K Sell
5,216
-1,680
-24% -$85.3K 0.01% 1384
2024
Q4 		$352K Buy
+6,896
New +$354K 0.01% 1211

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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Advisory Services Network's LONZ Position: Q4 2025 in Review

Advisory Services Network sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2025, closing a stake of 348 shares — an estimated $17.8K sold.

Advisory Services Network first reported a position in LONZ in Q4 2024 and held it in 3 quarters. The position peaked at $352K in Q4 2024. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

  • Advisory Services Network reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Advisory Services Network sold 348 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2025, an estimated $17.8K.
  • Advisory Services Network first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
  • Advisory Services Network's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $352K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.