Cetera Investment Advisers
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Cetera Investment Advisers’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Cetera Investment Advisers’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 		$2.66M Buy
53,898
+3,427
+7% +$169K ﹤0.01% 2153
2026
Q1 		$2.49M Buy
50,471
+45,676
+953% +$2.28M ﹤0.01% 2084
2025
Q4 		$241K Buy
+4,795
New +$243K ﹤0.01% 4094
2024
Q3 		– Sell
-5,565
Closed -$285K – 3847
2024
Q2 		$285K Sell
5,565
-343
-6% -$17.5K ﹤0.01% 3078
2024
Q1 		$302K Buy
+5,908
New +$300K ﹤0.01% 3034
2023
Q3 		– Sell
-5,583
Closed -$279K – 2259
2023
Q2 		$279K Buy
+5,583
New +$276K ﹤0.01% 1796

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

Cetera Investment Advisers's LONZ Position: Q2 2026 in Review

Cetera Investment Advisers increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 6.8% in Q2 2026, buying an estimated $169K and bringing the position to 53,898 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Cetera Investment Advisers first reported a position in LONZ in Q2 2023 and has held it in 6 quarters since. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Cetera Investment Advisers held 53,898 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $2.66M as of Q2 2026.
  • Cetera Investment Advisers bought 3,427 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $169K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2153 holding.
  • Cetera Investment Advisers first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2023 and has held it in 6 quarters since.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.