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Advocacy Wealth Management Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Advocacy Wealth Management Services’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 		– Sell
-4,772
Closed -$236K – 157
2026
Q1 		$236K Sell
4,772
-1,365
-22% -$68.1K 0.01% 139
2025
Q4 		$309K Sell
6,137
-865,962
-99% -$43.8M 0.01% 135
2025
Q3 		$44.5M Buy
872,099
+32,594
+4% +$1.66M 1.93% 14
2025
Q2 		$42.8M Buy
839,505
+47,002
+6% +$2.36M 2.63% 12
2025
Q1 		$39.9M Buy
792,503
+63,100
+9% +$3.21M 2.72% 12
2024
Q4 		$37.3M Buy
729,403
+10,604
+1% +$544K 2.83% 13
2024
Q3 		$36.8M Sell
718,799
-13,140
-2% -$670K 2.89% 13
2024
Q2 		$37.4M Buy
731,939
+1,082
+0.1% +$55.4K 3.09% 12
2024
Q1 		$37.4M Buy
730,857
+59,956
+9% +$3.05M 3.21% 12
2023
Q4 		$33.9M Buy
670,901
+149,100
+29% +$7.48M 3.21% 11
2023
Q3 		$26.2M Sell
521,801
-475,584
-48% -$23.8M 2.92% 12
2023
Q2 		$49.8M Buy
997,385
+48,529
+5% +$2.4M 5.69% 11
2023
Q1 		$46.9M Buy
948,856
+59,479
+7% +$2.95M 5.7% 11
2022
Q4 		$43.4M Buy
889,377
+57,149
+7% +$2.8M 5.73% 8
2022
Q3 		$40.6M Buy
+832,228
New +$41.2M 5.93% 8

Other funds holding LONZ

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Advocacy Wealth Management Services's LONZ Position: Q2 2026 in Review

Advocacy Wealth Management Services sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026, closing a stake of 4,772 shares — an estimated $236K sold.

Advocacy Wealth Management Services first reported a position in LONZ in Q3 2022 and held it in 15 quarters. The position peaked at $49.8M in Q2 2023. 31 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Advocacy Wealth Management Services reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 4,772 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $236K.
  • Advocacy Wealth Management Services first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2022 and held it in 15 quarters.
  • Advocacy Wealth Management Services's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $49.8M in Q2 2023.
  • 31 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.