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Armor Investment Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Armor Investment 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
2023
Q1 		– Sell
-22,782
Closed -$1.11M – 177
2022
Q4 		$1.11M Buy
22,782
+5,003
+28% +$245K 0.68% 46
2022
Q3 		$862K Buy
+17,779
New +$879K 0.59% 46

Other funds holding LONZ

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return

Armor Investment Advisors's LONZ Position: Q1 2023 in Review

Armor Investment Advisors sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2023, closing a stake of 22,782 shares — an estimated $1.11M sold.

Armor Investment Advisors first reported a position in LONZ in Q3 2022 and held it in 2 quarters. The position peaked at $1.11M in Q4 2022. 14 funds tracked by Wall St. Rank hold LONZ as of Q1 2023.

  • Armor Investment Advisors reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Armor Investment Advisors sold 22,782 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2023, an estimated $1.11M.
  • Armor Investment Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2022 and held it in 2 quarters.
  • Armor Investment Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $1.11M in Q4 2022.
  • 14 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2023.

Based on Armor Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.