Independent Financial Group
LONZ icon

Independent Financial Group’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Independent Financial Group’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
Q3 		$273K Buy
+5,562
New +$274K 0.01% 1328

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Independent Financial Group's LONZ Position: Q3 2026 in Review

Independent Financial Group opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q3 2026: 5,562 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #1328 among its holdings.

12 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • Independent Financial Group held 5,562 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $273K as of Q3 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Independent Financial Group position in Q3 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1328 holding.
  • 12 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.