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
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 $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $222M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cetera Investment Advisers's LONZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 953% in Q1 2026, buying an estimated $2.28M and bringing the position to 50,471 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Cetera Investment Advisers first reported a position in LONZ in Q2 2023 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold LONZ as of Q1 2026.

  • Cetera Investment Advisers held 50,471 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $2.49M as of Q1 2026.
  • Cetera Investment Advisers bought 45,676 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q1 2026, an estimated $2.28M.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2084 holding.
  • Cetera Investment Advisers first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2023 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.