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

EverSource Wealth 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 		$493 Hold
10
– – ﹤0.01% 4132
2026
Q1 		$494 Hold
10
– – ﹤0.01% 4069
2025
Q4 		$503 Hold
10
– – ﹤0.01% 3877
2025
Q3 		$511 Hold
10
– – ﹤0.01% 3943
2025
Q2 		$510 Hold
10
– – ﹤0.01% 3893
2025
Q1 		$504 Hold
10
– – ﹤0.01% 3456
2024
Q4 		$511 Hold
10
– – ﹤0.01% 3192
2024
Q3 		$511 Hold
10
– – ﹤0.01% 2875
2024
Q2 		$512 Buy
+10
New +$512 ﹤0.01% 2889

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
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

EverSource Wealth Advisors's LONZ Position: Q2 2026 in Review

EverSource Wealth Advisors held its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) position steady in Q2 2026 at 10 shares worth $493. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

EverSource Wealth Advisors first reported a position in LONZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $512 in Q2 2024. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • EverSource Wealth Advisors held 10 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $493 as of Q2 2026.
  • EverSource Wealth Advisors left its PIMCO Senior Loan Active Exchange-Traded Fund share count unchanged in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4132 holding.
  • EverSource Wealth Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $512 in Q2 2024.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.