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Old Mission Capital’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Old Mission Capital’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 		$399K Buy
8,080
+1,328
+20% +$66.2K 0.01% 798
2025
Q4 		$339K Buy
+6,752
New +$342K 0.01% 810
2025
Q2 		– Sell
-4,216
Closed -$212K – 1230
2025
Q1 		$212K Buy
+4,216
New +$214K ﹤0.01% 855
2024
Q1 		– Sell
-11,803
Closed -$596K – 1506
2023
Q4 		$596K Buy
+11,803
New +$592K 0.02% 707
2023
Q2 		– Sell
-12,010
Closed -$594K – 1459
2023
Q1 		$594K Buy
+12,010
New +$596K 0.02% 702

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $362M AUM
GI
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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return