Pasadena Private Wealth’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Pasadena Private Wealth’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 Q4	–	Sell	-9,314	Closed	-$476K	–	279
2025 Q3	$476K	Sell	9,314 -8,298	-47%	-$423K	0.07%	117
2025 Q2	$898K	Buy	17,612 +139	+0.8%	+$6.99K	0.15%	70
2025 Q1	$880K	Sell	17,473 -1,270	-7%	-$64.5K	0.17%	70
2024 Q4	$958K	Buy	18,743 +1,809	+11%	+$92.7K	0.2%	63
2024 Q3	$866K	Sell	16,934 -43	-0.3%	-$2.19K	0.18%	59
2024 Q2	$868K	Buy	+16,977	New	+$868K	0.2%	55

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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

OPAM

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

FWP

Flatrock Wealth Partners Newport Beach, California $255M AUM

CAP

Cordoba Advisory Partners New York $472M AUM

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pasadena Private Wealth's LONZ Position: Q4 2025 in Review

Pasadena Private Wealth sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2025, closing a stake of 9,314 shares — an estimated $476K sold.

Pasadena Private Wealth first reported a position in LONZ in Q2 2024 and held it in 6 quarters. The position peaked at $958K in Q4 2024. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

Pasadena Private Wealth reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
Pasadena Private Wealth sold 9,314 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2025, an estimated $476K.
Pasadena Private Wealth first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2024 and held it in 6 quarters.
Pasadena Private Wealth's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $958K in Q4 2024.
63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2025.

Based on Pasadena Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.