Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.3K+ 258.51% |
$821K - $828K
|
22.6K
$1.14M
|
|
|
Jan 22, 2026
Q4 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.45K+ 6.19% |
$275K - $278K
|
93.5K
$4.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.84K+ 1.93% |
$143K - $144K
|
150K
$7.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.37K+ 11.41% |
$119K - $121K
|
23.1K
$1.17M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.39K- 16.74% |
$70.2K - $70.8K
|
6.92K
$349K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-6.91K- 58.88% |
$349K - $352K
|
4.83K
$244K
|
|
|
Jan 20, 2026
Q4 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-83.5K- 35.86% |
$4.21M - $4.25M
|
149K
$7.54M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.21M- 90.34% |
$60.9M - $61.4M
|
129K
$6.51M
|
|