Atria Investments’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Atria Investments’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	$4.08M	Buy	+82,650	New	+$4.08M	0.04%	454
2026 Q1	–	Sell	-164,683	Closed	-$8.28M	–	2114
2025 Q4	$8.28M	Sell	164,683 -1,860	-1%	-$94.1K	0.09%	235
2025 Q3	$8.51M	Buy	166,543 +7,578	+5%	+$386K	0.1%	232
2025 Q2	$8.11M	Sell	158,965 -116,803	-42%	-$5.87M	0.1%	240
2025 Q1	$13.9M	Sell	275,768 -24,118	-8%	-$1.23M	0.18%	120
2024 Q4	$15.3M	Buy	299,886 +131,594	+78%	+$6.75M	0.19%	108
2024 Q3	$8.61M	Buy	+168,292	New	+$8.58M	0.11%	215
2023 Q4	–	Sell	-136,347	Closed	-$6.86M	–	921
2023 Q3	$6.86M	Buy	136,347 +64,166	+89%	+$3.21M	0.12%	203
2023 Q2	$3.6M	Buy	+72,181	New	+$3.56M	0.07%	359

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Investments's LONZ Position: Q2 2026 in Review

Atria Investments opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 82,650 shares worth $4.08M. The stake represents 0.04% of the portfolio and ranks #454 among its holdings. This is a return to the name: Atria Investments previously reported a position in LONZ as recently as Q4 2025.

Atria Investments first reported a position in LONZ in Q2 2023 and has held it in 9 quarters since. The position peaked at $15.3M in Q4 2024. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Atria Investments held 82,650 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $4.08M as of Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund was a new Atria Investments position in Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.04% of Atria Investments's portfolio in Q2 2026, its #454 holding.
Atria Investments first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2023 and has held it in 9 quarters since.
Atria Investments's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $15.3M in Q4 2024.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.