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

Mattson Financial 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
2025
Q2 		– Sell
-1,509
Closed -$76K – 272
2025
Q1 		$76K Buy
+1,509
New +$76.6K 0.02% 171

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AWMS
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LPL Financial
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RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Mattson Financial Services's LONZ Position: Q2 2025 in Review

Mattson Financial Services sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025, closing a stake of 1,509 shares — an estimated $76K sold.

Mattson Financial Services first reported a position in LONZ in Q1 2025 and held it in 1 quarter. The position peaked at $76K in Q1 2025. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • Mattson Financial Services reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,509 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $76K.
  • Mattson Financial Services first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and held it in 1 quarter.
  • Mattson Financial Services's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $76K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.