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Evoke Wealth’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Evoke Wealth’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
-159,121
Closed -$8M – 236
2023
Q3 		$8M Buy
+159,121
New +$7.96M 0.28% 43

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Evoke Wealth's LONZ Position: Q4 2023 in Review

Evoke Wealth sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2023, closing a stake of 159,121 shares — an estimated $8M sold.

Evoke Wealth first reported a position in LONZ in Q3 2023 and held it in 1 quarter. The position peaked at $8M in Q3 2023. 29 funds tracked by Wall St. Rank hold LONZ as of Q4 2023.

  • Evoke Wealth reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • Evoke Wealth sold 159,121 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2023, an estimated $8M.
  • Evoke Wealth first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
  • Evoke Wealth's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $8M in Q3 2023.
  • 29 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.