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LONZ icon

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
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
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
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 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 $222M AUM
CAP
Cordoba Advisory Partners New York $362M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return