Cetera Advisor Networks’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Cetera Advisor Networks’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	-4,725	Closed	-$239K	–	2878
2023 Q4	$239K	Sell	4,725 -4,208	-47%	-$211K	﹤0.01%	2399
2023 Q3	$449K	Buy	8,933 +41	+0.5%	+$2.05K	﹤0.01%	1841
2023 Q2	$444K	Buy	+8,892	New	+$439K	﹤0.01%	1797

Other funds holding LONZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks's LONZ Position: Q1 2024 in Review

Cetera Advisor Networks sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2024, closing a stake of 4,725 shares — an estimated $239K sold.

Cetera Advisor Networks first reported a position in LONZ in Q2 2023 and held it in 3 quarters. The position peaked at $449K in Q3 2023. 27 funds tracked by Wall St. Rank hold LONZ as of Q1 2024.

Cetera Advisor Networks reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 4,725 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2024, an estimated $239K.
Cetera Advisor Networks first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2023 and held it in 3 quarters.
Cetera Advisor Networks's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $449K in Q3 2023.
27 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.