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LONZ icon

U.S. Capital Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

U.S. Capital Wealth Advisors’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
-27,480
Closed -$1.38M – 918
2025
Q1 		$1.38M Sell
27,480
-900
-3% -$45.7K 0.04% 360
2024
Q4 		$1.45M Sell
28,380
-450
-2% -$23.1K 0.04% 358
2024
Q3 		$1.47M Sell
28,830
-900
-3% -$45.9K 0.05% 297
2024
Q2 		$1.52M Hold
29,730
– – 0.06% 286
2024
Q1 		$1.52M Hold
29,730
– – 0.06% 272
2023
Q4 		$1.5M Sell
29,730
-1,100
-4% -$55.2K 0.06% 270
2023
Q3 		$1.55M Hold
30,830
– – 0.07% 243
2023
Q2 		$1.54M Buy
30,830
+20,080
+187% +$991K 0.07% 253
2023
Q1 		$532K Buy
10,750
+500
+5% +$24.8K 0.02% 416
2022
Q4 		$500K Buy
+10,250
New +$502K 0.02% 451

Other funds holding LONZ

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Wealth Enhancement Advisory Services
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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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $122M AUM 15.5% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return