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LONZ icon

Seed Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Seed Wealth 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
-23,770
Closed -$1.2M – 157
2025
Q1 		$1.2M Sell
23,770
-360
-1% -$18.3K 0.97% 25
2024
Q4 		$1.23M Hold
24,130
– – 1% 24
2024
Q3 		$1.23M Buy
+24,130
New +$1.23M 0.99% 25

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State of New Jersey Common Pension Fund D
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AWMS
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $122M AUM 15.5% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return