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

TrinityPoint 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
2024
Q4 		$210K Buy
+4,101
New +$210K 0.03% 315

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

TrinityPoint Wealth's LONZ Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2024: 4,101 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #315 among its holdings.

80 funds tracked by Wall St. Rank hold LONZ as of Q4 2024.

  • TrinityPoint Wealth held 4,101 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $210K as of Q4 2024.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new TrinityPoint Wealth position in Q4 2024.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #315 holding.
  • 80 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.