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

Financial Gravity 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 Q4	–	Sell	-248	Closed	-$12.7K	–	863
2025 Q3	$12.7K	Buy	+248	New	+$12.6K	﹤0.01%	520
2025 Q1	$14.4K	Buy	+285	New	+$14.5K	﹤0.01%	542
2024 Q2	$53.1K	Buy	+1,038	New	+$53.1K	0.01%	262

Other funds holding LONZ

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Flatrock Wealth Partners Newport Beach, California $222M AUM

Cordoba Advisory Partners New York $362M AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return