Gradient Investments’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Gradient Investments’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	$7.87M	Buy	159,674 +5,003	+3%	+$247K	0.11%	161
2026 Q1	$7.64M	Buy	154,671 +4,767	+3%	+$238K	0.12%	162
2025 Q4	$7.54M	Buy	149,904 +2,835	+2%	+$144K	0.12%	163
2025 Q3	$7.51M	Buy	147,069 +2,810	+2%	+$143K	0.13%	157
2025 Q2	$7.36M	Buy	144,259 +1,253	+0.9%	+$63K	0.13%	150
2025 Q1	$7.21M	Buy	143,006 +9,504	+7%	+$483K	0.15%	144
2024 Q4	$6.82M	Buy	+133,502	New	+$6.84M	0.14%	135

Other funds holding LONZ

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Gradient Investments's LONZ Position: Q2 2026 in Review

Gradient Investments increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 3.2% in Q2 2026, buying an estimated $247K and bringing the position to 159,674 shares worth $7.87M. The position accounts for 0.11% of the portfolio, ranked #161.

Gradient Investments first reported a position in LONZ in Q4 2024 and has held it in 7 quarters since. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Gradient Investments held 159,674 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $7.87M as of Q2 2026.
Gradient Investments bought 5,003 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $247K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.11% of Gradient Investments's portfolio in Q2 2026, its #161 holding.
Gradient Investments first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.