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

Bright Futures Wealth Management’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	$619K	Buy	12,547 +1,477	+13%	+$73K	0.4%	81
2026 Q1	$547K	Buy	11,070 +558	+5%	+$27.8K	0.37%	83
2025 Q4	$529K	Buy	10,512 +1,462	+16%	+$74K	0.39%	81
2025 Q3	$462K	Buy	+9,050	New	+$461K	0.36%	80

Other funds holding LONZ

CAP

Cordoba Advisory Partners New York $472M AUM

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

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 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 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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Bright Futures Wealth Management's LONZ Position: Q2 2026 in Review

Bright Futures Wealth Management increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 13% in Q2 2026, buying an estimated $73K and bringing the position to 12,547 shares worth $619K. The position accounts for 0.4% of the portfolio, ranked #81.

Bright Futures Wealth Management first reported a position in LONZ in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Bright Futures Wealth Management held 12,547 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $619K as of Q2 2026.
Bright Futures Wealth Management bought 1,477 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $73K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.4% of Bright Futures Wealth Management's portfolio in Q2 2026, its #81 holding.
Bright Futures Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
20 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.