Wealth Enhancement Advisory Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1M | Buy |
1,357,269
+6,987
| +0.5% | +$356K | 0.11% | 174 |
|
|
2025
Q1 | $68M | Buy |
1,350,282
+41,683
| +3% | +$2.1M | 0.13% | 156 |
|
|
2024
Q4 | $66.9M | Buy |
1,308,599
+8,692
| +0.7% | +$444K | 0.13% | 154 |
|
|
2024
Q3 | $66.5M | Buy |
1,299,907
+264,818
| +26% | +$13.5M | 0.14% | 142 |
|
|
2024
Q2 | $53M | Buy |
1,035,089
+81,651
| +9% | +$4.18M | 0.13% | 166 |
|
|
2024
Q1 | $48.8M | Buy |
953,438
+16,022
| +2% | +$820K | 0.13% | 166 |
|
|
2023
Q4 | $47.3M | Buy |
937,416
+110,959
| +13% | +$5.6M | 0.14% | 156 |
|
|
2023
Q3 | $41.6M | Buy |
+826,457
| New | +$41.6M | 0.14% | 153 |
|