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Burkett Financial Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Burkett Financial Services’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 		– Sell
-396
Closed -$20K – 241
2025
Q1 		$20K Buy
+396
New +$20.1K 0.01% 135

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AWMS
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RWIA
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IA
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AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Burkett Financial Services's LONZ Position: Q2 2025 in Review

Burkett Financial Services sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025, closing a stake of 396 shares — an estimated $20K sold.

Burkett Financial Services first reported a position in LONZ in Q1 2025 and held it in 1 quarter. The position peaked at $20K in Q1 2025. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • Burkett Financial Services reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 396 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $20K.
  • Burkett Financial Services first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $20K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.