Cetera Advisors
LONZ icon

Cetera Advisors’s PIMCO Senior Loan and Short-Term Active ETF LONZ Stock Holding History

Cetera Advisors’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
2023
Q4 		– Sell
-4,531
Closed -$228K – 1840
2023
Q3 		$228K Sell
4,531
-241
-5% -$12.1K ﹤0.01% 1473
2023
Q2 		$238K Buy
+4,772
New +$236K ﹤0.01% 1419

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Advocacy Wealth Management Services
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cetera Advisors's LONZ Position: Q4 2023 in Review

Cetera Advisors sold out of PIMCO Senior Loan and Short-Term Active ETF (LONZ) in Q4 2023, closing a stake of 4,531 shares — an estimated $228K sold.

Cetera Advisors first reported a position in LONZ in Q2 2023 and held it in 2 quarters. The position peaked at $238K in Q2 2023. 29 funds tracked by Wall St. Rank hold LONZ as of Q4 2023.

  • Cetera Advisors reported no remaining PIMCO Senior Loan and Short-Term Active ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Advisors sold 4,531 PIMCO Senior Loan and Short-Term Active ETF shares in Q4 2023, an estimated $228K.
  • Cetera Advisors first reported a position in PIMCO Senior Loan and Short-Term Active ETF in Q2 2023 and held it in 2 quarters.
  • Cetera Advisors's PIMCO Senior Loan and Short-Term Active ETF position peaked at $238K in Q2 2023.
  • 29 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q4 2023.

Based on Cetera Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.