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LONZLONZ
11 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in PIMCO ETF TR

AE Wealth Management LLC holds 11,198 shares of LONZ (PIMCO ETF TR), worth $552,198 as of 2026-Q2. The position was decreased (-6.4% shares). LONZ represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$552,198

Current Shares

11,198

Total Value Change

+$221,874

Total Shares Change

+4,578

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11,198
-6.4%
$552,1980.0%$48.96
0
2026-Q1
Decreased
11,958
-25.9%
$590,4920.0%$47.94
0
2025-Q4
Increased
16,132
+3.1%
$811,1030.0%$48.07
26
2025-Q3
Decreased
15,648
-55.3%
$799,1530.0%$47.63
0
2025-Q2
Decreased
35,032
-0.7%
$1.8M0.0%$46.74
0
2025-Q1
Increased
35,274
+3.7%
$1.8M0.0%$45.56
27
2024-Q4
Increased
34,003
+247.2%
$1.7M0.0%$45.76
41
2024-Q3
Increased
9,795
+25.9%
$500,9190.0%$44.38
30
2024-Q2
New
7,777
-
$397,8210.0%$43.64
33
2023-Q3
Exited
0
-100.0%
$00.0%$40.43
0
2023-Q2
New
6,620
-
$330,3240.0%$39.26
33

Other major holders of LONZ: Allianz Asset Management GmbH

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