Lloyd Advisory Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Lloyd Advisory Services’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	–	Sell	-1,717	Closed	-$86.3K	–	970
2025 Q4	$86.3K	Buy	+1,717	New	+$86.9K	0.03%	200
2025 Q1	–	Sell	-4,694	Closed	-$240K	–	108
2024 Q4	$240K	Buy	+4,694	New	+$241K	0.11%	82

Other funds holding LONZ

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 New York $761B AUM 31.28% 1-Year Est. Return

Flatrock Wealth Partners Newport Beach, California $222M AUM

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cordoba Advisory Partners New York $362M AUM

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

Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return