Parker Financial’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Parker Financial’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
2023 Q4	–	Sell	-10,532	Closed	-$530K	–	48
2023 Q3	$530K	Buy	+10,532	New	+$527K	0.37%	29

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LAM

LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Parker Financial's LONZ Position: Q4 2023 in Review

Parker Financial sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2023, closing a stake of 10,532 shares — an estimated $530K sold.

Parker Financial first reported a position in LONZ in Q3 2023 and held it in 1 quarter. The position peaked at $530K in Q3 2023. 29 funds tracked by Wall St. Rank hold LONZ as of Q4 2023.

Parker Financial reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
Parker Financial sold 10,532 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2023, an estimated $530K.
Parker Financial first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and held it in 1 quarter.
Parker Financial's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $530K in Q3 2023.
29 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2023.

Based on Parker Financial's 13F filing for Q4 2023, filed 18 Jan 2024.