ECA
LONZ icon

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

Elevated Capital 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 		$2.29K Sell
46
-20
-30% -$988 ﹤0.01% 657
2026
Q1 		$3.24K Sell
66
-1
-1% -$50 ﹤0.01% 598
2025
Q4 		$3.37K Buy
+67
New +$3.39K ﹤0.01% 565

Other funds holding LONZ

Allianz Asset Management
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
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
CAP
Cordoba Advisory Partners New York $472M 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

Elevated Capital Advisors's LONZ Position: Q2 2026 in Review

Elevated Capital Advisors reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 30% in Q2 2026, selling an estimated $988 and leaving 46 shares worth $2.29K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Elevated Capital Advisors first reported a position in LONZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.37K in Q4 2025. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Elevated Capital Advisors held 46 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $2.29K as of Q2 2026.
  • Elevated Capital Advisors sold 20 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $988.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #657 holding.
  • Elevated Capital Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $3.37K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.