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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
Q2 		$10.3K Buy
+208
New +$10.3K ﹤0.01% 4401

Other funds holding LONZ

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CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Farther Finance Advisors's LONZ Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 208 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #4401 among its holdings.

31 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Farther Finance Advisors held 208 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $10.3K as of Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Farther Finance Advisors position in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4401 holding.
  • 31 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.