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LONZ icon

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

Inspire 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
2026
Q1 		$1.4M Sell
28,291
-185,412
-87% -$9.25M 0.11% 142
2025
Q4 		$10.7M Buy
213,703
+7,598
+4% +$385K 0.99% 13
2025
Q3 		$10.5M Sell
206,105
-4,028
-2% -$205K 1.01% 12
2025
Q2 		$10.7M Buy
210,133
+7,149
+4% +$359K 1.11% 11
2025
Q1 		$10.2M Buy
202,984
+42,731
+27% +$2.17M 1.18% 12
2024
Q4 		$8.19M Buy
160,253
+4,379
+3% +$225K 1% 12
2024
Q3 		$7.97M Buy
155,874
+4,123
+3% +$210K 0.97% 10
2024
Q2 		$7.76M Buy
+151,751
New +$7.76M 1.03% 11

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 $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $362M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return