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Meitav Investment House’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Meitav Investment House’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
Q1 		– Sell
-488,000
Closed -$24.9M – 232
2024
Q4 		$24.9M Hold
488,000
– – 0.42% 60
2024
Q3 		$25M Buy
+488,000
New +$24.9M 0.42% 63

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.84B AUM 13.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Meitav Investment House's LONZ Position: Q1 2025 in Review

Meitav Investment House sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2025, closing a stake of 488,000 shares — an estimated $24.9M sold.

Meitav Investment House first reported a position in LONZ in Q3 2024 and held it in 2 quarters. The position peaked at $25M in Q3 2024. 81 funds tracked by Wall St. Rank hold LONZ as of Q1 2025.

  • Meitav Investment House reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • Meitav Investment House sold 488,000 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2025, an estimated $24.9M.
  • Meitav Investment House first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2024 and held it in 2 quarters.
  • Meitav Investment House's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $25M in Q3 2024.
  • 81 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2025.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.