Inspire Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Inspire Advisors’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	-28,291	Closed	-$1.4M	–	772
2026 Q1	$1.4M	Sell	28,291 -185,412	-87%	-$9.25M	0.11%	142
2025 Q4	$10.7M	Buy	213,703 +7,598	+4%	+$385K	0.99%	13
2025 Q3	$10.5M	Sell	206,105 -4,028	-2%	-$205K	1.01%	12
2025 Q2	$10.7M	Buy	210,133 +7,149	+4%	+$359K	1.11%	11
2025 Q1	$10.2M	Buy	202,984 +42,731	+27%	+$2.17M	1.18%	12
2024 Q4	$8.19M	Buy	160,253 +4,379	+3%	+$225K	1%	12
2024 Q3	$7.97M	Buy	155,874 +4,123	+3%	+$210K	0.97%	10
2024 Q2	$7.76M	Buy	+151,751	New	+$7.76M	1.03%	11

Other funds holding LONZ

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 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Inspire Advisors's LONZ Position: Q2 2026 in Review

Inspire Advisors sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026, closing a stake of 28,291 shares — an estimated $1.4M sold.

Inspire Advisors first reported a position in LONZ in Q2 2024 and held it in 8 quarters. The position peaked at $10.7M in Q4 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Inspire Advisors reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q2 2026 after selling out during the quarter.
Inspire Advisors sold 28,291 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.4M.
Inspire Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2024 and held it in 8 quarters.
Inspire Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $10.7M in Q4 2025.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.