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

Gateway 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 		$293K Sell
5,951
-7,567
-56% -$374K 0.02% 632
2026
Q1 		$668K Buy
+13,518
New +$674K 0.03% 472

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State of New Jersey Common Pension Fund D
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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

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

Gateway Wealth Partners reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 56% in Q2 2026, selling an estimated $374K and leaving 5,951 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #632.

Gateway Wealth Partners first reported a position in LONZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $668K in Q1 2026. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Gateway Wealth Partners held 5,951 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $293K as of Q2 2026.
  • Gateway Wealth Partners sold 7,567 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $374K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #632 holding.
  • Gateway Wealth Partners first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $668K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.