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Horizon Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Horizon Wealth Management’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 		– Sell
-625,006
Closed -$31.5M – 113
2025
Q1 		$31.5M Buy
+625,006
New +$31.7M 5.31% 7

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 $2.75B AUM 19.24% 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 $9.98B AUM 26.5% 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

Horizon Wealth Management's LONZ Position: Q2 2025 in Review

Horizon Wealth Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025, closing a stake of 625,006 shares — an estimated $31.5M sold.

Horizon Wealth Management first reported a position in LONZ in Q1 2025 and held it in 1 quarter. The position peaked at $31.5M in Q1 2025. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • Horizon Wealth Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Horizon Wealth Management sold 625,006 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $31.5M.
  • Horizon Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Horizon Wealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $31.5M in Q1 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Horizon Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.