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Beckerman Institutional’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Beckerman Institutional’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 		$683K Hold
13,860
– – 0.33% 68
2026
Q1 		$684K Buy
13,860
+243
+2% +$12.1K 0.36% 61
2025
Q4 		$685K Buy
+13,617
New +$689K 0.38% 61

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

Beckerman Institutional's LONZ Position: Q2 2026 in Review

Beckerman Institutional held its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) position steady in Q2 2026 at 13,860 shares worth $683K. The position accounts for 0.33% of the portfolio, ranked #68.

Beckerman Institutional first reported a position in LONZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $685K in Q4 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Beckerman Institutional held 13,860 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $683K as of Q2 2026.
  • Beckerman Institutional left its PIMCO Senior Loan Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.33% of Beckerman Institutional's portfolio in Q2 2026, its #68 holding.
  • Beckerman Institutional first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Beckerman Institutional's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $685K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.