RCM
LONZ icon

Raleigh Capital Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Raleigh Capital Management’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
Q2 		– Sell
-3,028
Closed -$153K – 672
2025
Q1 		$153K Sell
3,028
-1,008
-25% -$51.2K 0.07% 211
2024
Q4 		$206K Buy
+4,036
New +$207K 0.08% 194

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 $67.3B AUM 21.9% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raleigh Capital Management's LONZ Position: Q2 2025 in Review

Raleigh Capital Management sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025, closing a stake of 3,028 shares — an estimated $153K sold.

Raleigh Capital Management first reported a position in LONZ in Q4 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

  • Raleigh Capital Management reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 3,028 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $153K.
  • Raleigh Capital Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Raleigh Capital Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $206K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.