Purchases and Sales Made in Q3 2025 in Pimco ETF Tr Sr Ln Active Exch (LONZ)
This table provides information about the institutional ownership of Pimco ETF Tr Sr Ln Active Exch (LONZ) during Q3 2025. The information is specifically focused on institutions that hold shares of PIMCO ETF TR SR LN ACTIVE EXCH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
81.8K+ 64.36% |
$4.15M - $4.18M
|
209K
$10.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
7.81K+ 9.73% |
$396K - $399K
|
88.1K
$4.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.81K+ 1.95% |
$142K - $144K
|
147K
$7.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.49K+ 42.7% |
$126K - $127K
|
8.31K
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.77KNew |
$89.9K - $90.6K
|
1.77K
$89.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.14K+ 5.8% |
$57.7K - $58.2K
|
20.8K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
166New |
$8.42K - $8.48K
|
166
$8.39K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-745- 28.79% |
$37.8K - $38.1K
|
1.84K
$93.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.78K- 2.09% |
$90.2K - $91K
|
83.3K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.5K- 25.01% |
$178K - $179K
|
10.5K
$530K
|
|
|
Oct 22, 2025
Q3 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-5.27K- 30.98% |
$267K - $269K
|
11.7K
$593K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-6.52K- 13.99% |
$331K - $333K
|
40.1K
$2.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-8.3K- 47.12% |
$421K - $424K
|
9.31K
$471K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-18.7K- 7.43% |
$947K - $955K
|
233K
$11.8M
|