Family Investment Center’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Family Investment Center’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	$205K	Buy	4,150 +77	+2%	+$3.81K	0.03%	118
2026 Q1	$201K	Sell	4,073 -754	-16%	-$37.6K	0.04%	91
2025 Q4	$243K	Sell	4,827 -6,911	-59%	-$350K	0.05%	86
2025 Q3	$599K	Sell	11,738 -5,268	-31%	-$268K	0.12%	45
2025 Q2	$867K	Sell	17,006 -15,245	-47%	-$766K	0.2%	33
2025 Q1	$1.62M	Sell	32,251 -206,650	-87%	-$10.5M	0.4%	30
2024 Q4	$12.2M	Sell	238,901 -35,305	-13%	-$1.81M	3.1%	12
2024 Q3	$14M	Buy	274,206 +67,307	+33%	+$3.43M	3.52%	11
2024 Q2	$10.6M	Buy	206,899 +53,870	+35%	+$2.76M	3.16%	13
2024 Q1	$7.83M	Buy	+153,029	New	+$7.77M	2.52%	15

Other funds holding LONZ

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Family Investment Center's LONZ Position: Q2 2026 in Review

Family Investment Center increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 1.9% in Q2 2026, buying an estimated $3.81K and bringing the position to 4,150 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #118.

Family Investment Center first reported a position in LONZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $14M in Q3 2024. 47 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Family Investment Center held 4,150 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $205K as of Q2 2026.
Family Investment Center bought 77 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $3.81K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.03% of Family Investment Center's portfolio in Q2 2026, its #118 holding.
Family Investment Center first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Family Investment Center's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $14M in Q3 2024.
47 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.