Legacy Capital Wealth Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,303	Closed	-$418K	–	382
2025 Q1	$418K	Buy	8,303 +162	+2%	+$8.16K	0.1%	220
2024 Q4	$416K	Buy	+8,141	New	+$416K	0.1%	208