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

LifeGoal Wealth 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 		$841K Buy
+17,063
New +$843K 0.39% 38

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

LifeGoal Wealth Advisors's LONZ Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 17,063 shares worth $841K. The stake represents 0.39% of the portfolio and ranks #38 among its holdings.

73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • LifeGoal Wealth Advisors held 17,063 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $841K as of Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new LifeGoal Wealth Advisors position in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.39% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.