Farther Finance Advisors
LONZ icon

Farther Finance Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Farther Finance 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
Q3 		– Sell
-208
Closed -$10.3K – 6262
2026
Q2 		$10.3K Buy
+208
New +$10.3K ﹤0.01% 4401

Other funds holding LONZ

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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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

Farther Finance Advisors's LONZ Position: Q3 2026 in Review

Farther Finance Advisors sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2026, closing a stake of 208 shares — an estimated $10.3K sold.

Farther Finance Advisors first reported a position in LONZ in Q2 2026 and held it in 1 quarter. The position peaked at $10.3K in Q2 2026. 13 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • Farther Finance Advisors reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q3 2026 after selling out during the quarter.
  • Farther Finance Advisors sold 208 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2026, an estimated $10.3K.
  • Farther Finance Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2026 and held it in 1 quarter.
  • Farther Finance Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $10.3K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.