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SimpliFi Inc’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

SimpliFi Inc’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
Q4 		– Sell
-5,223
Closed -$267K – 43
2024
Q3 		$267K Sell
5,223
-1,008
-16% -$51.4K 0.12% 40
2024
Q2 		$319K Buy
6,231
+540
+9% +$27.6K 0.15% 38
2024
Q1 		$291K Buy
+5,691
New +$289K 0.13% 36

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
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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

SimpliFi Inc's LONZ Position: Q4 2024 in Review

SimpliFi Inc sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2024, closing a stake of 5,223 shares — an estimated $267K sold.

SimpliFi Inc first reported a position in LONZ in Q1 2024 and held it in 3 quarters. The position peaked at $319K in Q2 2024. 80 funds tracked by Wall St. Rank hold LONZ as of Q4 2024.

  • SimpliFi Inc reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • SimpliFi Inc sold 5,223 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2024, an estimated $267K.
  • SimpliFi Inc first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2024 and held it in 3 quarters.
  • SimpliFi Inc's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $319K in Q2 2024.
  • 80 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2024.

Based on SimpliFi Inc's 13F filing for Q4 2024, filed 24 Jan 2025.