JWCA
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J.W. Cole Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

J.W. Cole 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 		$2.48M Buy
50,122
+266
+0.5% +$13.3K 0.08% 211
2025
Q4 		$33K Sell
49,856
-4,294
-8% -$217K ﹤0.01% 1426
2025
Q3 		$2.77M Buy
54,150
+5,346
+11% +$272K 0.05% 347
2025
Q2 		$2.49M Buy
+48,804
New +$2.45M 0.05% 344
2025
Q1 		– Sell
-46,059
Closed -$2.35M – 1321
2024
Q4 		$2.35M Buy
46,059
+5,492
+14% +$282K 0.1% 216
2024
Q3 		$2.07M Buy
40,567
+18,172
+81% +$927K 0.09% 233
2024
Q2 		$1.15M Buy
22,395
+420
+2% +$21.5K 0.05% 327
2024
Q1 		$1.12M Buy
21,975
+7,813
+55% +$397K 0.06% 324
2023
Q4 		$715K Buy
14,162
+791
+6% +$39.7K 0.04% 379
2023
Q3 		$673K Buy
+13,371
New +$669K 0.05% 343

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