Citadel Advisors
LONZ icon

Citadel Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Citadel 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
2025
Q4 		– Sell
-5,887
Closed -$301K – 13485
2025
Q3 		$301K Buy
+5,887
New +$300K ﹤0.01% 10371
2024
Q4 		– Sell
-7,776
Closed -$398K – 15012
2024
Q3 		$398K Buy
7,776
+1,261
+19% +$64.3K ﹤0.01% 8730
2024
Q2 		$333K Buy
+6,515
New +$333K ﹤0.01% 8923
2024
Q1 		– Sell
-4,999
Closed -$252K – 15098
2023
Q4 		$252K Buy
+4,999
New +$251K ﹤0.01% 9503
2022
Q4 		– Sell
-5,580
Closed -$271K – 15211
2022
Q3 		$271K Buy
+5,580
New +$276K ﹤0.01% 9789

Other funds holding LONZ

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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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
CAP
Cordoba Advisory Partners New York $362M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return