Transform Wealth’s PIMCO Senior Loan and Short-Term Active ETF LONZ Stock Holding History

Transform Wealth’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 Q1	$9.7M	Sell	193,456 -10,747	-5%	-$546K	0.59%	56
2024 Q4	$10.5M	Buy	204,203 +159,005	+352%	+$8.15M	0.58%	48
2024 Q3	$2.31M	Buy	45,198 +22,097	+96%	+$1.13M	0.15%	97
2024 Q2	$1.18M	Sell	23,101 -1,407	-6%	-$72K	0.09%	117
2024 Q1	$1.25M	Sell	24,508 -7,825	-24%	-$397K	0.12%	119
2023 Q4	$1.64M	Sell	32,333 -111,254	-77%	-$5.58M	0.16%	112
2023 Q3	$7.22M	Buy	143,587 +43,457	+43%	+$2.17M	0.76%	41
2023 Q2	$5M	Buy	+100,130	New	+$4.94M	0.45%	76

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $785M AUM 33.76% 1-Year Est. Return

Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Transform Wealth's LONZ Position: Q1 2025 in Review

Transform Wealth reduced its PIMCO Senior Loan and Short-Term Active ETF (LONZ) stake by 5.3% in Q1 2025, selling an estimated $546K and leaving 193,456 shares worth $9.7M. The position accounts for 0.59% of the portfolio, ranked #56.

Transform Wealth first reported a position in LONZ in Q2 2023 and has held it in 8 quarters since. The position peaked at $10.5M in Q4 2024. 83 funds tracked by Wall St. Rank hold LONZ as of Q1 2025.

Transform Wealth held 193,456 shares of PIMCO Senior Loan and Short-Term Active ETF worth $9.7M as of Q1 2025.
Transform Wealth sold 10,747 PIMCO Senior Loan and Short-Term Active ETF shares in Q1 2025, an estimated $546K.
PIMCO Senior Loan and Short-Term Active ETF made up 0.59% of Transform Wealth's portfolio in Q1 2025, its #56 holding.
Transform Wealth first reported a position in PIMCO Senior Loan and Short-Term Active ETF in Q2 2023 and has held it in 8 quarters since.
Transform Wealth's PIMCO Senior Loan and Short-Term Active ETF position peaked at $10.5M in Q4 2024.
83 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.