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Lloyd Advisory Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Lloyd 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
Q2 		$82.3K Buy
+1,669
New +$82.5K 0.03% 193
2026
Q1 		– Sell
-1,717
Closed -$86.3K – 966
2025
Q4 		$86.3K Buy
+1,717
New +$86.9K 0.03% 200
2025
Q1 		– Sell
-4,694
Closed -$240K – 108
2024
Q4 		$240K Buy
+4,694
New +$241K 0.11% 82

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

Lloyd Advisory Services's LONZ Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 1,669 shares worth $82.3K. The stake represents 0.03% of the portfolio and ranks #193 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in LONZ as recently as Q4 2025.

Lloyd Advisory Services first reported a position in LONZ in Q4 2024 and has held it in 3 quarters since. The position peaked at $240K in Q4 2024. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Lloyd Advisory Services held 1,669 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $82.3K as of Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund was a new Lloyd Advisory Services position in Q2 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #193 holding.
  • Lloyd Advisory Services first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 3 quarters since.
  • Lloyd Advisory Services's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $240K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.