Fifth Third Securities
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Fifth Third Securities’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Fifth Third Securities’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 		$1.19M Buy
+24,143
New +$1.19M 0.06% 242

Other funds holding LONZ

Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Elm3 Financial Group
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Fifth Third Securities's LONZ Position: Q3 2026 in Review

Fifth Third Securities opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2026: 24,143 shares worth $1.19M. The stake represents 0.06% of the portfolio and ranks #242 among its holdings.

22 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • Fifth Third Securities held 24,143 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.19M as of Q3 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Fifth Third Securities position in Q3 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.06% of Fifth Third Securities's portfolio in Q3 2026, its #242 holding.
  • 22 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on Fifth Third Securities's 13F filing for Q3 2026, filed 21 Oct 2026.