LPL Financial
LONZ icon

LPL Financial’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

LPL Financial’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 		$21.7M Sell
440,466
-42,150
-9% -$2.1M 0.01% 1407
2025
Q4 		$24.3M Buy
482,616
+83,652
+21% +$4.23M 0.01% 1280
2025
Q3 		$20.4M Buy
398,964
+29,719
+8% +$1.51M 0.01% 1355
2025
Q2 		$18.8M Buy
369,245
+49,169
+15% +$2.47M 0.01% 1303
2025
Q1 		$16.1M Buy
320,076
+12,597
+4% +$640K 0.01% 1288
2024
Q4 		$15.7M Buy
307,479
+46,629
+18% +$2.39M 0.01% 1228
2024
Q3 		$13.3M Buy
260,850
+226,561
+661% +$11.6M 0.01% 1272
2024
Q2 		$1.75M Sell
34,289
-10,228
-23% -$523K ﹤0.01% 2722
2024
Q1 		$2.28M Sell
44,517
-7,836
-15% -$398K ﹤0.01% 2431
2023
Q4 		$2.64M Sell
52,353
-5,219
-9% -$262K ﹤0.01% 2172
2023
Q3 		$2.9M Buy
57,572
+51,369
+828% +$2.57M ﹤0.01% 1989
2023
Q2 		$310K Buy
+6,203
New +$306K ﹤0.01% 3820

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $362M AUM
GI
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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return