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Evolution Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Evolution Wealth Management’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 		$144K Sell
2,926
-610
-17% -$30.1K 0.08% 153
2026
Q1 		$175K Buy
3,536
+1,573
+80% +$78.4K 0.13% 118
2025
Q4 		$98.7K Buy
1,963
+190
+11% +$9.62K 0.08% 169
2025
Q3 		$90.5K Buy
+1,773
New +$90.3K 0.09% 146

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

Evolution Wealth Management's LONZ Position: Q2 2026 in Review

Evolution Wealth Management reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 17% in Q2 2026, selling an estimated $30.1K and leaving 2,926 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #153.

Evolution Wealth Management first reported a position in LONZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $175K in Q1 2026. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Evolution Wealth Management held 2,926 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $144K as of Q2 2026.
  • Evolution Wealth Management sold 610 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $30.1K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.08% of Evolution Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Evolution Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $175K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.