LONZ — PIMCO ETF TR

Ownership history in Advisory Services Network, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in PIMCO ETF TR (LONZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q4)
Avg. % of fund
0.0%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 348 -4,868 -93.3% 0.00% $18K $49.06
2025 Q1 REDUCED 5,216 -1,680 -24.4% 0.01% $263K $46.92
2024 Q4 INITIATED 6,896 — — 0.01% $352K $47.13
% of Fund (quarterly)    LONZ price (monthly, adj. close)

Other funds also holding LONZ

As of 2025 Q4 — sorted by position size

Roger Wittlin Investment Advisory, LLC 3Y 5.25% Cordoba Advisory Partners LLC 2.24% Mid-American Wealth Advisory Group, Inc. 3Y 1.99% Inspire Advisors, LLC 3Y 0.99% Ocean Park Asset Management, LLC 3Y 0.49% Bright Futures Wealth Management, LLC. 0.39% Beckerman Institutional, LLC 0.38% Total Clarity Wealth Management, Inc. 3Y 0.28% L & S Advisors Inc 3Y 7Y 0.24% Allianz Asset Management GmbH 3Y 7Y 0.18%
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