LifePro Asset Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

LifePro Asset 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
2024 Q3	$4.66M	Buy	91,042 +5,630	+7%	+$287K	2.85%	2
2024 Q2	$4.37M	Sell	85,412 -1,136	-1%	-$58.1K	3.13%	3
2024 Q1	$4.43M	Buy	86,548 +8,132	+10%	+$413K	2.92%	5
2023 Q4	$3.96M	Buy	78,416 +9,754	+14%	+$489K	3.06%	8
2023 Q3	$3.45M	Buy	68,662 +20,676	+43%	+$1.03M	2.85%	12
2023 Q2	$2.39M	Buy	47,986 +36,741	+327%	+$1.81M	1.85%	22
2023 Q1	$549K	Hold	11,245	–	–	0.4%	62
2022 Q4	$549K	Buy	+11,245	New	+$550K	0.4%	61

Other funds holding LONZ

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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 $9.12B AUM 42.07% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

FIC

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LifePro Asset Management's LONZ Position: Q3 2024 in Review

LifePro Asset Management increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 6.6% in Q3 2024, buying an estimated $287K and bringing the position to 91,042 shares worth $4.66M. The position accounts for 2.85% of the portfolio, ranked #2.

LifePro Asset Management first reported a position in LONZ in Q4 2022 and has held it in 8 quarters since. 47 funds tracked by Wall St. Rank hold LONZ as of Q3 2024.

LifePro Asset Management held 91,042 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $4.66M as of Q3 2024.
LifePro Asset Management bought 5,630 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2024, an estimated $287K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 2.85% of LifePro Asset Management's portfolio in Q3 2024, its #2 holding.
LifePro Asset Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2022 and has held it in 8 quarters since.
47 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.