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Independent Advisor Alliance’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Independent Advisor Alliance’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 		– Sell
-197,473
Closed -$9.75M – 1417
2026
Q1 		$9.75M Buy
+197,473
New +$9.85M 0.1% 174
2025
Q1 		– Sell
-89,693
Closed -$4.58M – 1144
2024
Q4 		$4.58M Buy
+89,693
New +$4.6M 0.06% 288

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
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

Independent Advisor Alliance's LONZ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026, closing a stake of 197,473 shares — an estimated $9.75M sold.

Independent Advisor Alliance first reported a position in LONZ in Q4 2024 and held it in 2 quarters. The position peaked at $9.75M in Q1 2026. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Independent Advisor Alliance reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 197,473 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $9.75M.
  • Independent Advisor Alliance first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $9.75M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.