Focus Partners Wealth
LONZ icon

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

Focus Partners Wealth’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 		$1.91M Buy
38,657
+27,482
+246% +$1.36M ﹤0.01% 1376
2026
Q1 		$552K Sell
11,175
-112,413
-91% -$5.61M ﹤0.01% 1882
2025
Q4 		$6.27M Buy
123,588
+117,248
+1,849% +$5.93M 0.01% 871
2025
Q3 		$324K Sell
6,340
-1,843
-23% -$93.9K ﹤0.01% 1804
2025
Q2 		$417K Buy
8,183
+578
+8% +$29.1K ﹤0.01% 1531
2025
Q1 		$383K Buy
7,605
+103
+1% +$5.23K ﹤0.01% 1464
2024
Q4 		$383K Buy
+7,502
New +$385K ﹤0.01% 1442

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
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

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

Focus Partners Wealth increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 246% in Q2 2026, buying an estimated $1.36M and bringing the position to 38,657 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Focus Partners Wealth first reported a position in LONZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.27M in Q4 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Focus Partners Wealth held 38,657 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.91M as of Q2 2026.
  • Focus Partners Wealth bought 27,482 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.36M.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1376 holding.
  • Focus Partners Wealth first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $6.27M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.