CFGS
SLNZ

Concourse Financial Group Securities’s TCW Senior Loan ETF SLNZ Stock Holding History

Concourse Financial Group Securities’s Portfolio SLNZ Stock Details SLNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-267
Closed -$12.7K – 2220
2024
Q4 		$12.7K Buy
+267
New +$12.7K ﹤0.01% 1657

Other funds holding SLNZ

TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Concourse Financial Group Securities's SLNZ Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of TCW Senior Loan ETF (SLNZ) in Q1 2025, closing a stake of 267 shares — an estimated $12.7K sold.

Concourse Financial Group Securities first reported a position in SLNZ in Q4 2024 and held it in 1 quarter. The position peaked at $12.7K in Q4 2024. 18 funds tracked by Wall St. Rank hold SLNZ as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining TCW Senior Loan ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 267 TCW Senior Loan ETF shares in Q1 2025, an estimated $12.7K.
  • Concourse Financial Group Securities first reported a position in TCW Senior Loan ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's TCW Senior Loan ETF position peaked at $12.7K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.