Commonwealth Equity Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Commonwealth Equity Services’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	$215K	Sell	4,358 -442	-9%	-$21.8K	﹤0.01%	4075
2026 Q1	$237K	Sell	4,800 -4,559	-49%	-$227K	﹤0.01%	3843
2025 Q4	$471K	Sell	9,359 -1,138	-11%	-$57.6K	﹤0.01%	3217
2025 Q3	$536K	Sell	10,497 -3,501	-25%	-$178K	﹤0.01%	3119
2025 Q2	$714K	Sell	13,998 -456	-3%	-$22.9K	﹤0.01%	2855
2025 Q1	$728K	Buy	14,454 +337	+2%	+$17.1K	﹤0.01%	2721
2024 Q4	$721K	Buy	14,117 +291	+2%	+$14.9K	﹤0.01%	2668
2024 Q3	$707K	Buy	+13,826	New	+$705K	﹤0.01%	2610

Other funds holding LONZ

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 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

Commonwealth Equity Services's LONZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 9.2% in Q2 2026, selling an estimated $21.8K and leaving 4,358 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Commonwealth Equity Services first reported a position in LONZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $728K in Q1 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Commonwealth Equity Services held 4,358 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $215K as of Q2 2026.
Commonwealth Equity Services sold 442 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $21.8K.
PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4075 holding.
Commonwealth Equity Services first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2024 and has held it in 8 quarters since.
Commonwealth Equity Services's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $728K in Q1 2025.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.