Raymond James Financial
LONZ icon

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

Raymond James 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
2025
Q3 		– Sell
-2,749
Closed -$140K – 5951
2025
Q2 		$140K Sell
2,749
-1,347
-33% -$67.7K ﹤0.01% 4701
2025
Q1 		$206K Sell
4,096
-245
-6% -$12.4K ﹤0.01% 4410
2024
Q4 		$222K Buy
+4,341
New +$223K ﹤0.01% 4347

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
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
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial's LONZ Position: Q3 2025 in Review

Raymond James Financial sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2025, closing a stake of 2,749 shares — an estimated $140K sold.

Raymond James Financial first reported a position in LONZ in Q4 2024 and held it in 3 quarters. The position peaked at $222K in Q4 2024. 67 funds tracked by Wall St. Rank hold LONZ as of Q3 2025.

  • Raymond James Financial reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 2,749 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2025, an estimated $140K.
  • Raymond James Financial first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $222K in Q4 2024.
  • 67 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.