CX Institutional
LONZ icon

CX Institutional’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

CX Institutional’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
Q3 		$8K Hold
167
– – ﹤0.01% 1386
2026
Q2 		$8K Buy
+167
New +$8.25K ﹤0.01% 1327

Other funds holding LONZ

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CX Institutional's LONZ Position: Q3 2026 in Review

CX Institutional held its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) position steady in Q3 2026 at 167 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

CX Institutional first reported a position in LONZ in Q2 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • CX Institutional held 167 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $8K as of Q3 2026.
  • CX Institutional left its PIMCO Senior Loan Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1386 holding.
  • CX Institutional first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.