HighTower Advisors
LONZ icon

HighTower Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

HighTower Advisors’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
-12,675
Closed -$647K – 3836
2025
Q3 		$647K Buy
12,675
+508
+4% +$25.9K ﹤0.01% 2416
2025
Q2 		$620K Sell
12,167
-3,074
-20% -$155K ﹤0.01% 2345
2025
Q1 		$768K Sell
15,241
-1,599
-9% -$81.2K ﹤0.01% 2142
2024
Q4 		$861K Buy
+16,840
New +$863K ﹤0.01% 2066

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HighTower Advisors's LONZ Position: Q4 2025 in Review

HighTower Advisors sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2025, closing a stake of 12,675 shares — an estimated $647K sold.

HighTower Advisors first reported a position in LONZ in Q4 2024 and held it in 4 quarters. The position peaked at $861K in Q4 2024. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

  • HighTower Advisors reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • HighTower Advisors sold 12,675 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2025, an estimated $647K.
  • HighTower Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 4 quarters.
  • HighTower Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $861K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2025.

Based on HighTower Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.