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Cordoba Advisory Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Cordoba Advisory Partners’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 		$8.47M Buy
171,747
+3,048
+2% +$151K 1.79% 18
2026
Q1 		$8.33M Sell
168,699
-9,873
-6% -$492K 2.3% 16
2025
Q4 		$9.07M Buy
+178,572
New +$9.04M 2.24% 14

Other funds holding LONZ

Allianz Asset Management
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
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
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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cordoba Advisory Partners's LONZ Position: Q2 2026 in Review

Cordoba Advisory Partners increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 1.8% in Q2 2026, buying an estimated $151K and bringing the position to 171,747 shares worth $8.47M. The position accounts for 1.79% of the portfolio, ranked #18.

Cordoba Advisory Partners first reported a position in LONZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.07M in Q4 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Cordoba Advisory Partners held 171,747 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $8.47M as of Q2 2026.
  • Cordoba Advisory Partners bought 3,048 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $151K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 1.79% of Cordoba Advisory Partners's portfolio in Q2 2026, its #18 holding.
  • Cordoba Advisory Partners first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Cordoba Advisory Partners's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $9.07M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Cordoba Advisory Partners's 13F filing for Q2 2026, filed 21 Jul 2026.