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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 New York $871B AUM 31.28% 1-Year Est. Return

Flatrock Wealth Partners Newport Beach, California $222M AUM

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Cordoba Advisory Partners New York $362M AUM

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

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