Bank of Montreal
LONZ icon

Bank of Montreal’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Bank of Montreal’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
2024
Q1 		– Sell
-27,815
Closed -$1.38M – 4137
2023
Q4 		$1.38M Buy
+27,815
New +$1.39M ﹤0.01% 1883

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal's LONZ Position: Q1 2024 in Review

Bank of Montreal sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2024, closing a stake of 27,815 shares — an estimated $1.38M sold.

Bank of Montreal first reported a position in LONZ in Q4 2023 and held it in 1 quarter. The position peaked at $1.38M in Q4 2023. 27 funds tracked by Wall St. Rank hold LONZ as of Q1 2024.

  • Bank of Montreal reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Bank of Montreal sold 27,815 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2024, an estimated $1.38M.
  • Bank of Montreal first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Bank of Montreal's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $1.38M in Q4 2023.
  • 27 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2024.

Based on Bank of Montreal's 13F filing for Q1 2024, filed 13 May 2024.