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Arax Advisory Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Arax Advisory Partners’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 		$25.2K Buy
+511
New +$25.3K ﹤0.01% 3797

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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

Arax Advisory Partners's LONZ Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 511 shares worth $25.2K. The stake represents ﹤0.01% of the portfolio and ranks #3797 among its holdings.

73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Arax Advisory Partners held 511 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $25.2K as of Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Arax Advisory Partners position in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3797 holding.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.