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LONZ icon

&Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

&Partners’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
-4,133
Closed -$211K – 1788
2024
Q4 		$211K Buy
+4,133
New +$212K ﹤0.01% 1513

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

&Partners's LONZ Position: Q1 2025 in Review

&Partners sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q1 2025, closing a stake of 4,133 shares — an estimated $211K sold.

&Partners first reported a position in LONZ in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 81 funds tracked by Wall St. Rank hold LONZ as of Q1 2025.

  • &Partners reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q1 2025 after selling out during the quarter.
  • &Partners sold 4,133 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2025, an estimated $211K.
  • &Partners first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 1 quarter.
  • &Partners's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $211K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2025.

Based on &Partners's 13F filing for Q1 2025, filed 15 May 2025.