Sigma Planning Corp’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Sigma Planning Corp’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	-5,727	Closed	-$289K	–	1304
2025 Q1	$289K	Sell	5,727 -174	-3%	-$8.84K	0.01%	961
2024 Q4	$302K	Buy	+5,901	New	+$303K	0.01%	924
2023 Q4	–	Sell	-5,833	Closed	-$293K	–	1044
2023 Q3	$293K	Buy	+5,833	New	+$292K	0.01%	930

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sigma Planning Corp's LONZ Position: Q2 2025 in Review

Sigma Planning Corp sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2025, closing a stake of 5,727 shares — an estimated $289K sold.

Sigma Planning Corp first reported a position in LONZ in Q3 2023 and held it in 3 quarters. The position peaked at $302K in Q4 2024. 60 funds tracked by Wall St. Rank hold LONZ as of Q2 2025.

Sigma Planning Corp reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 5,727 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2025, an estimated $289K.
Sigma Planning Corp first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and held it in 3 quarters.
Sigma Planning Corp's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $302K in Q4 2024.
60 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.