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Steward Partners Investment Advisory’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Steward Partners Investment Advisory’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
-200
Closed -$10.2K – 4331
2025
Q2 		$10.2K Sell
200
-100
-33% -$5.03K ﹤0.01% 3207
2025
Q1 		$15.1K Buy
+300
New +$15.2K ﹤0.01% 2925

Other funds holding LONZ

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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 $25.9B AUM 26.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Steward Partners Investment Advisory's LONZ Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2025, closing a stake of 200 shares — an estimated $10.2K sold.

Steward Partners Investment Advisory first reported a position in LONZ in Q1 2025 and held it in 2 quarters. The position peaked at $15.1K in Q1 2025. 67 funds tracked by Wall St. Rank hold LONZ as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2025, an estimated $10.2K.
  • Steward Partners Investment Advisory first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $15.1K in Q1 2025.
  • 67 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.