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Flatrock Wealth Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Flatrock Wealth Partners’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 		$11.7M Buy
237,146
+15,195
+7% +$751K 4.59% 4
2026
Q1 		$11M Buy
221,951
+19,105
+9% +$953K 4.93% 4
2025
Q4 		$10.3M Buy
+202,846
New +$10.3M 4.94% 3

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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
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
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Flatrock Wealth Partners's LONZ Position: Q2 2026 in Review

Flatrock Wealth Partners increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 6.8% in Q2 2026, buying an estimated $751K and bringing the position to 237,146 shares worth $11.7M. The position accounts for 4.59% of the portfolio, ranked #4.

Flatrock Wealth Partners first reported a position in LONZ in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Flatrock Wealth Partners held 237,146 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $11.7M as of Q2 2026.
  • Flatrock Wealth Partners bought 15,195 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $751K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 4.59% of Flatrock Wealth Partners's portfolio in Q2 2026, its #4 holding.
  • Flatrock Wealth Partners first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Flatrock Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.