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

Focus Partners Wealth’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$417K Buy
8,183
+578
+8% +$29.5K ﹤0.01% 1522
2025
Q1 		$383K Buy
7,605
+103
+1% +$5.19K ﹤0.01% 1451
2024
Q4 		$383K Buy
+7,502
New +$383K ﹤0.01% 1428