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Kestra Investment Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Kestra Investment 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
Q1 		– Sell
-907
Closed -$46.3K – 1217
2024
Q4 		$46.3K Buy
+907
New +$46.5K ﹤0.01% 557

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 $2.26B AUM 13.25% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Kestra Investment Management's LONZ Position: Q1 2025 in Review

Kestra Investment Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2025, closing a stake of 907 shares — an estimated $46.3K sold.

Kestra Investment Management first reported a position in LONZ in Q4 2024 and held it in 1 quarter. The position peaked at $46.3K in Q4 2024. 81 funds tracked by Wall St. Rank hold LONZ as of Q1 2025.

  • Kestra Investment Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 907 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2025, an estimated $46.3K.
  • Kestra Investment Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $46.3K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.