NWWA
LONZ icon

New Wave Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

New Wave Wealth Advisors’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
-1,556
Closed -$79.5K – 435
2024
Q4 		$79.5K Buy
+1,556
New +$79.8K 0.03% 191

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $29.3B AUM 38.15% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.98B AUM 26.5% 1-Year Est. Return

New Wave Wealth Advisors's LONZ Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2025, closing a stake of 1,556 shares — an estimated $79.5K sold.

New Wave Wealth Advisors first reported a position in LONZ in Q4 2024 and held it in 1 quarter. The position peaked at $79.5K in Q4 2024. 81 funds tracked by Wall St. Rank hold LONZ as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 1,556 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2025, an estimated $79.5K.
  • New Wave Wealth Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $79.5K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.