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

Financial Gravity Companies’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 		$14.4K Buy
+283
New +$14.2K ﹤0.01% 518
2024
Q4 		$15.6K Hold
306
– – ﹤0.01% 485
2024
Q3 		$15.6K Buy
+306
New +$15.6K ﹤0.01% 297

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Financial Gravity Companies's LONZ Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025: 283 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LONZ as recently as Q4 2024.

Financial Gravity Companies first reported a position in LONZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $15.6K in Q3 2024. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • Financial Gravity Companies held 283 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $14.4K as of Q2 2025.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Financial Gravity Companies position in Q2 2025.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #518 holding.
  • Financial Gravity Companies first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $15.6K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.