Ocean Park Asset Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Ocean Park Asset Management’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	-208,900	Closed	-$10.5M	–	83
2025 Q4	$10.5M	Hold	208,900	–	–	0.49%	34
2025 Q3	$10.7M	Buy	208,900 +81,800	+64%	+$4.17M	0.44%	42
2025 Q2	$6.4M	Hold	127,100	–	–	0.23%	42
2025 Q1	$6.4M	Buy	127,100 +97,400	+328%	+$4.95M	0.23%	42
2024 Q4	$1.52M	Hold	29,700	–	–	0.05%	58
2024 Q3	$1.52M	Hold	29,700	–	–	0.07%	56
2024 Q2	$1.52M	Sell	29,700 -45,100	-60%	-$2.31M	0.07%	58
2024 Q1	$3.83M	Hold	74,800	–	–	0.18%	49
2023 Q4	$3.78M	Hold	74,800	–	–	0.19%	52
2023 Q3	$3.76M	Buy	+74,800	New	+$3.74M	0.17%	41

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FWP

Flatrock Wealth Partners Newport Beach, California $255M AUM

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Ocean Park Asset Management's LONZ Position: Q1 2026 in Review

Ocean Park Asset Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2026, closing a stake of 208,900 shares — an estimated $10.5M sold.

Ocean Park Asset Management first reported a position in LONZ in Q3 2023 and held it in 10 quarters. The position peaked at $10.7M in Q3 2025. 64 funds tracked by Wall St. Rank hold LONZ as of Q1 2026.

Ocean Park Asset Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2026 after selling out during the quarter.
Ocean Park Asset Management sold 208,900 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2026, an estimated $10.5M.
Ocean Park Asset Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and held it in 10 quarters.
Ocean Park Asset Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $10.7M in Q3 2025.
64 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2026.

Based on Ocean Park Asset Management's 13F filing for Q1 2026, filed 15 Apr 2026.