Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Cambridge Investment Research Advisors’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 		$5.45M Buy
110,463
+12,211
+12% +$604K 0.01% 950
2026
Q1 		$4.85M Buy
98,252
+14,940
+18% +$745K 0.01% 982
2025
Q4 		$4.19M Sell
83,312
-531
-0.6% -$26.9K 0.01% 1023
2025
Q3 		$4.28M Sell
83,843
-863
-1% -$43.9K 0.01% 999
2025
Q2 		$4.32M Sell
84,706
-14,590
-15% -$733K 0.01% 937
2025
Q1 		$5M Buy
99,296
+883
+0.9% +$44.9K 0.02% 805
2024
Q4 		$5.03M Buy
98,413
+2,167
+2% +$111K 0.02% 804
2024
Q3 		$4.92M Buy
96,246
+23,559
+32% +$1.2M 0.02% 802
2024
Q2 		$3.72M Buy
72,687
+3,006
+4% +$154K 0.01% 919
2024
Q1 		$3.56M Buy
69,681
+20,766
+42% +$1.05M 0.01% 938
2023
Q4 		$2.47M Buy
48,915
+7,995
+20% +$401K 0.01% 1068
2023
Q3 		$2.06M Buy
40,920
+2,924
+8% +$146K 0.01% 1121
2023
Q2 		$1.9M Buy
37,996
+20,085
+112% +$992K 0.01% 1201
2023
Q1 		$886K Buy
17,911
+4,348
+32% +$216K ﹤0.01% 1654
2022
Q4 		$662K Buy
13,563
+3,674
+37% +$180K ﹤0.01% 1809
2022
Q3 		$479K Buy
+9,889
New +$489K ﹤0.01% 1970

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
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
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Cambridge Investment Research Advisors's LONZ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 12% in Q2 2026, buying an estimated $604K and bringing the position to 110,463 shares worth $5.45M. The position accounts for 0.01% of the portfolio, ranked #950.

Cambridge Investment Research Advisors first reported a position in LONZ in Q3 2022 and has held it in 16 quarters since. 29 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Cambridge Investment Research Advisors held 110,463 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $5.45M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 12,211 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $604K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #950 holding.
  • Cambridge Investment Research Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2022 and has held it in 16 quarters since.
  • 29 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.