Level Four Advisory Services’s PIMCO Senior Loan and Short-Term Active ETF LONZ Stock Holding History

Level Four Advisory Services’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	$477K	Buy	+9,710	New	+$478K	0.01%	629

Other funds holding LONZ

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State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Flatrock Wealth Partners Newport Beach, California $292M AUM 26.93% 1-Year Est. Return

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Level Four Advisory Services's LONZ Position: Q3 2026 in Review

Level Four Advisory Services opened a new position in PIMCO Senior Loan and Short-Term Active ETF (LONZ) in Q3 2026: 9,710 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #629 among its holdings.

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

Level Four Advisory Services held 9,710 shares of PIMCO Senior Loan and Short-Term Active ETF worth $477K as of Q3 2026.
PIMCO Senior Loan and Short-Term Active ETF was a new Level Four Advisory Services position in Q3 2026.
PIMCO Senior Loan and Short-Term Active ETF made up 0.01% of Level Four Advisory Services's portfolio in Q3 2026, its #629 holding.
70 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q3 2026.

Based on Level Four Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.