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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

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flow Traders U.S.'s LONZ Position: Q1 2024 in Review

Flow Traders U.S. sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2024, closing a stake of 4,316 shares — an estimated $218K sold.

Flow Traders U.S. first reported a position in LONZ in Q3 2023 and held it in 2 quarters. The position peaked at $218K in Q4 2023. 27 funds tracked by Wall St. Rank hold LONZ as of Q1 2024.

  • Flow Traders U.S. reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Flow Traders U.S. sold 4,316 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2024, an estimated $218K.
  • Flow Traders U.S. first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and held it in 2 quarters.
  • Flow Traders U.S.'s PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $218K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2024.

Based on Flow Traders U.S.'s 13F filing for Q1 2024, filed 15 May 2024.