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Acorn Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Acorn Wealth Advisors’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Sell
5,586
-153
-3% -$7.56K 0.07% 245
2026
Q1 		$283K Sell
5,739
-52
-0.9% -$2.59K 0.08% 209
2025
Q4 		$291K Sell
5,791
-177
-3% -$8.96K 0.09% 210
2025
Q3 		$305K Sell
5,968
-228
-4% -$11.6K 0.1% 207
2025
Q2 		$316K Sell
6,196
-191
-3% -$9.6K 0.12% 169
2025
Q1 		$322K Sell
6,387
-220
-3% -$11.2K 0.13% 156
2024
Q4 		$338K Sell
6,607
-42
-0.6% -$2.15K 0.14% 145
2024
Q3 		$340K Buy
6,649
+784
+13% +$40K 0.15% 147
2024
Q2 		$300K Buy
5,865
+339
+6% +$17.3K 0.15% 148
2024
Q1 		$283K Buy
5,526
+196
+4% +$9.96K 0.15% 149
2023
Q4 		$269K Buy
5,330
+1,042
+24% +$52.2K 0.16% 144
2023
Q3 		$216K Buy
+4,288
New +$215K 0.14% 166

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorn Wealth Advisors's LONZ Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 2.7% in Q2 2026, selling an estimated $7.56K and leaving 5,586 shares worth $275K. The position accounts for 0.07% of the portfolio, ranked #245.

Acorn Wealth Advisors first reported a position in LONZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $340K in Q3 2024. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Acorn Wealth Advisors held 5,586 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $275K as of Q2 2026.
  • Acorn Wealth Advisors sold 153 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $7.56K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.07% of Acorn Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • Acorn Wealth Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
  • Acorn Wealth Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $340K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.