CAM
SLNZ

CPA Asset Management’s TCW Senior Loan ETF SLNZ Stock Holding History

CPA Asset Management’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
Q4 		– Sell
-13,635
Closed -$641K – 111
2025
Q3 		$641K Hold
13,635
– – 0.25% 57
2025
Q2 		$641K Hold
13,635
– – 0.27% 52
2025
Q1 		$644K Buy
+13,635
New +$647K 0.28% 49

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
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

CPA Asset Management's SLNZ Position: Q4 2025 in Review

CPA Asset Management sold out of TCW Senior Loan ETF (SLNZ) in Q4 2025, closing a stake of 13,635 shares — an estimated $641K sold.

CPA Asset Management first reported a position in SLNZ in Q1 2025 and held it in 3 quarters. The position peaked at $644K in Q1 2025. 14 funds tracked by Wall St. Rank hold SLNZ as of Q4 2025.

  • CPA Asset Management reported no remaining TCW Senior Loan ETF position as of Q4 2025 after selling out during the quarter.
  • CPA Asset Management sold 13,635 TCW Senior Loan ETF shares in Q4 2025, an estimated $641K.
  • CPA Asset Management first reported a position in TCW Senior Loan ETF in Q1 2025 and held it in 3 quarters.
  • CPA Asset Management's TCW Senior Loan ETF position peaked at $644K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q4 2025.

Based on CPA Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.