Clear Creek Financial Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Clear Creek Financial 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	$1.06M	Sell	21,574 -827	-4%	-$40.9K	0.07%	266
2026 Q1	$1.11M	Sell	22,401 -160	-0.7%	-$7.98K	0.08%	241
2025 Q4	$1.13M	Buy	22,561 +16,268	+259%	+$823K	0.09%	212
2025 Q3	$321K	Sell	6,293 -988	-14%	-$50.3K	0.03%	469
2025 Q2	$371K	Buy	7,281 +1,897	+35%	+$95.3K	0.04%	399
2025 Q1	$271K	Buy	+5,384	New	+$273K	0.03%	417

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clear Creek Financial Management's LONZ Position: Q2 2026 in Review

Clear Creek Financial Management reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 3.7% in Q2 2026, selling an estimated $40.9K and leaving 21,574 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #266.

Clear Creek Financial Management first reported a position in LONZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Clear Creek Financial Management held 21,574 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.06M as of Q2 2026.
Clear Creek Financial Management sold 827 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $40.9K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.07% of Clear Creek Financial Management's portfolio in Q2 2026, its #266 holding.
Clear Creek Financial Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
Clear Creek Financial Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $1.13M in Q4 2025.
72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.