Mariner
LONZ icon

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

Mariner’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
-161,872
Closed -$8.14M – 3713
2025
Q4 		$8.14M Buy
161,872
+7,194
+5% +$364K 0.01% 799
2025
Q3 		$7.9M Buy
154,678
+9,606
+7% +$489K 0.01% 725
2025
Q2 		$7.4M Sell
145,072
-43,538
-23% -$2.19M 0.01% 712
2025
Q1 		$9.5M Sell
188,610
-21,673
-10% -$1.1M 0.02% 579
2024
Q4 		$10.7M Buy
210,283
+45,499
+28% +$2.33M 0.02% 525
2024
Q3 		$8.43M Buy
+164,784
New +$8.4M 0.02% 584
2023
Q4 		– Sell
-134,556
Closed -$6.77M – 3120
2023
Q3 		$6.77M Buy
134,556
+63,648
+90% +$3.19M 0.02% 552
2023
Q2 		$3.54M Buy
+70,908
New +$3.5M 0.01% 765

Other funds holding LONZ

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