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PIMCO Senior Loan Active Exchange-Traded Fund
LONZ

Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$135M +$26.3M +517,900 +24%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$48.8M +$814K +16,022 +2%
AWMS
3
Advocacy Wealth Management Services
Georgia
$37.4M +$3.05M +59,956 +9%
RWIA
4
Roger Wittlin Investment Advisory
California
$8.48M +$173K +3,403 +2%
FIC
5
Family Investment Center
Missouri
$7.83M +$7.77M +153,029 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.3M -$1.96M -38,575 -24%
LAM
7
LifePro Asset Management
California
$4.43M +$413K +8,132 +10%
OPAM
8
Ocean Park Asset Management
California
$3.83M – – –
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.56M +$1.05M +20,766 +42%
LPL Financial
10
LPL Financial
California
$2.28M -$398K -7,836 -15%
Jane Street
11
Jane Street
New York
$1.72M -$787K -15,496 -32%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.52M – – –
TW
13
Transform Wealth
Colorado
$1.25M -$397K -7,825 -24%
HH
14
Hilltop Holdings
Texas
$1.23M +$59.7K +1,176 +5%
JWCA
15
J.W. Cole Advisors
Florida
$1.12M +$397K +7,813 +55%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$935K -$420K -8,270 -31%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$862K +$213K +4,188 +33%
Osaic Holdings
18
Osaic Holdings
Arizona
$778K +$168K +3,317 +28%
NGA
19
Naples Global Advisors
Florida
$523K +$52.1K +1,025 +11%
MAWAG
20
Mid-American Wealth Advisory Group
Missouri
$481K +$477K +9,398 New
AAG
21
Armstrong Advisory Group
Massachusetts
$427K – – –
TAM
22
Titleist Asset Management
Texas
$351K +$349K +6,868 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$302K +$300K +5,908 New
SI
24
SimpliFi Inc
California
$291K +$289K +5,691 New
AWA
25
Acorn Wealth Advisors
Michigan
$283K +$9.96K +196 +4%
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