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Atria Investments’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Atria Investments’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 		– Sell
-164,683
Closed -$8.28M – 2114
2025
Q4 		$8.28M Sell
164,683
-1,860
-1% -$94.1K 0.09% 235
2025
Q3 		$8.51M Buy
166,543
+7,578
+5% +$386K 0.1% 232
2025
Q2 		$8.11M Sell
158,965
-116,803
-42% -$5.87M 0.1% 240
2025
Q1 		$13.9M Sell
275,768
-24,118
-8% -$1.23M 0.18% 120
2024
Q4 		$15.3M Buy
299,886
+131,594
+78% +$6.75M 0.19% 108
2024
Q3 		$8.61M Buy
+168,292
New +$8.58M 0.11% 215
2023
Q4 		– Sell
-136,347
Closed -$6.86M – 921
2023
Q3 		$6.86M Buy
136,347
+64,166
+89% +$3.21M 0.12% 203
2023
Q2 		$3.6M Buy
+72,181
New +$3.56M 0.07% 359

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $761B 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