WGC
LONZ icon

Watts Gwilliam & Co’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Watts Gwilliam & Co’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 		$2.73M Sell
53,484
-3,141
-6% -$160K 0.44% 43
2025
Q2 		$2.88M Buy
56,625
+12,068
+27% +$607K 0.47% 42
2025
Q1 		$2.25M Sell
44,557
-4,589
-9% -$233K 0.49% 44
2024
Q4 		$2.51M Buy
49,146
+13,259
+37% +$680K 0.53% 41
2024
Q3 		$1.83M Buy
+35,887
New +$1.83M 0.4% 49

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
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 $2.26B AUM 13.25% 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 $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Watts Gwilliam & Co's LONZ Position: Q3 2025 in Review

Watts Gwilliam & Co reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 5.5% in Q3 2025, selling an estimated $160K and leaving 53,484 shares worth $2.73M. The position accounts for 0.44% of the portfolio, ranked #43.

Watts Gwilliam & Co first reported a position in LONZ in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.88M in Q2 2025. 67 funds tracked by Wall St. Rank hold LONZ as of Q3 2025.

  • Watts Gwilliam & Co held 53,484 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $2.73M as of Q3 2025.
  • Watts Gwilliam & Co sold 3,141 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2025, an estimated $160K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.44% of Watts Gwilliam & Co's portfolio in Q3 2025, its #43 holding.
  • Watts Gwilliam & Co first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $2.88M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.