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Lake Street Private Wealth’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Lake Street Private Wealth’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
2024
Q3 		– Sell
-4,811
Closed -$246K – 291
2024
Q2 		$246K Buy
+4,811
New +$246K 0.03% 282

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lake Street Private Wealth's LONZ Position: Q3 2024 in Review

Lake Street Private Wealth sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2024, closing a stake of 4,811 shares — an estimated $246K sold.

Lake Street Private Wealth first reported a position in LONZ in Q2 2024 and held it in 1 quarter. The position peaked at $246K in Q2 2024. 47 funds tracked by Wall St. Rank hold LONZ as of Q3 2024.

  • Lake Street Private Wealth reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 4,811 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2024, an estimated $246K.
  • Lake Street Private Wealth first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • Lake Street Private Wealth's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $246K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.