Envestnet Asset Management
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Envestnet Asset Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Envestnet Asset Management’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
Q2 		$4.18M Sell
2025
Q1 		$12.3M Sell
2024
Q4 		$13.9M Buy
2024
Q3 		$923K Buy
2024
Q2 		$878K Sell
2024
Q1 		$935K Sell
2023
Q4 		$1.34M Sell
2023
Q3 		$8.77M Buy
2023
Q2 		$7.25M Buy