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 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
46.7KNew |
$2.37M - $2.38M
|
46.7K
$2.36M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.35K+ 10.95% |
$271K - $273K
|
54.2K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.33K+ 6.51% |
$270K - $273K
|
87.3K
$4.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.81K+ 1.95% |
$142K - $144K
|
147K
$7.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.72K+ 31.06% |
$138K - $139K
|
11.5K
$580K
|
|
|
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 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.15K+ 9.11% |
$58.3K - $58.8K
|
13.8K
$696K
|
|
|
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
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
151+ 1.33% |
$7.66K - $7.72K
|
11.5K
$581K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$5.07K - $5.11K
|
100
$5.05K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-228- 3.68% |
$11.6K - $11.7K
|
5.97K
$302K
|
|
|
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 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-4.03K- 1.92% |
$204K - $206K
|
206K
$10.4M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-19.4K- 55.33% |
$983K - $991K
|
15.6K
$791K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-21.8K- 1.61% |
$1.11M - $1.11M
|
1.34M
$67.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-64.5K- 91.22% |
$3.27M - $3.3M
|
6.21K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.28M- 21.11% |
$64.7M - $65.2M
|
4.76M
$241M
|