AWM
LONZ icon

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

AE 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
2026
Q1 		$590K Sell
11,958
-4,174
-26% -$208K ﹤0.01% 1024
2025
Q4 		$811K Buy
16,132
+484
+3% +$24.5K ﹤0.01% 867
2025
Q3 		$799K Sell
15,648
-19,384
-55% -$987K 0.01% 811
2025
Q2 		$1.79M Sell
35,032
-242
-0.7% -$12.2K 0.01% 556
2025
Q1 		$1.78M Buy
35,274
+1,271
+4% +$64.6K 0.01% 555
2024
Q4 		$1.74M Buy
34,003
+24,208
+247% +$1.24M 0.01% 570
2024
Q3 		$501K Buy
9,795
+2,018
+26% +$103K ﹤0.01% 885
2024
Q2 		$398K Buy
+7,777
New +$398K ﹤0.01% 947
2023
Q3 		– Sell
-6,620
Closed -$330K – 2024
2023
Q2 		$330K Buy
+6,620
New +$327K ﹤0.01% 1571

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 $277M AUM 6.22% 1-Year Est. Return