Relative Value Partners Group’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Relative Value Partners Group’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
2024 Q2	$246K	Buy	+4,811	New	+$246K	0.03%	282
2023 Q1	–	Sell	-4,101	Closed	-$200K	–	255
2022 Q4	$200K	Buy	+4,101	New	+$201K	0.01%	243

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Roger Wittlin Investment Advisory San Francisco, California $122M AUM 15.5% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

49 Wealth Management Austin, Texas $1.34B AUM 12.81% 1-Year Est. Return

Royal Bank of Canada

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Carson Wealth (CWM LLC)

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LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return