Flow Traders U.S.’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Flow Traders U.S.’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
2024 Q1	–	Sell	-4,316	Closed	-$218K	–	972
2023 Q4	$218K	Hold	4,316	–	–	0.01%	667
2023 Q3	$217K	Buy	+4,316	New	+$216K	0.01%	694

Other funds holding LONZ

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Roger Wittlin Investment Advisory San Francisco, California $122M AUM 15.5% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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