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Astor Investment Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Astor Investment 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
2025
Q2 		$2.04K Sell
40
-140,673
-100% -$7.07M ﹤0.01% 28
2025
Q1 		$7.09M Sell
140,713
-49,616
-26% -$2.52M 3.77% 10
2024
Q4 		$9.73M Buy
+190,329
New +$9.76M 4.98% 6

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Astor Investment Management's LONZ Position: Q2 2025 in Review

Astor Investment Management reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 100% in Q2 2025, selling an estimated $7.07M and leaving 40 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #28.

Astor Investment Management first reported a position in LONZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.73M in Q4 2024. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • Astor Investment Management held 40 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $2.04K as of Q2 2025.
  • Astor Investment Management sold 140,673 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $7.07M.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Astor Investment Management's portfolio in Q2 2025, its #28 holding.
  • Astor Investment Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
  • Astor Investment Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $9.73M in Q4 2024.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Astor Investment Management's 13F filing for Q2 2025, filed 18 Jul 2025.