Clearstead Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Clearstead 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	$1.36M	Buy	+27,551	New	+$1.36M	0.01%	473

Other funds holding LONZ

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

HIIFS

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 $7.25B AUM 20.71% 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 22.96% 1-Year Est. Return

Clearstead Advisors's LONZ Position: Q2 2026 in Review

Clearstead Advisors opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 27,551 shares worth $1.36M. The stake represents 0.01% of the portfolio and ranks #473 among its holdings.

73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Clearstead Advisors held 27,551 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.36M as of Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund was a new Clearstead Advisors position in Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #473 holding.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.