LPL Financial’s TCW Senior Loan ETF SLNZ Stock Holding History

LPL Financial’s Portfolio SLNZ Stock Details SLNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$358K	Sell	7,851 -820	-9%	-$37.3K	﹤0.01%	5308
2026 Q1	$393K	Sell	8,671 -1,541	-15%	-$70.4K	﹤0.01%	4980
2025 Q4	$473K	Sell	10,212 -19,085	-65%	-$889K	﹤0.01%	4762
2025 Q3	$1.38M	Buy	29,297 +1,507	+5%	+$70.9K	﹤0.01%	3677
2025 Q2	$1.31M	Buy	27,790 +561	+2%	+$26.3K	﹤0.01%	3513
2025 Q1	$1.29M	Sell	27,229 -897	-3%	-$42.5K	﹤0.01%	3329
2024 Q4	$1.33M	Buy	+28,126	New	+$1.33M	﹤0.01%	3234

Other funds holding SLNZ

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's SLNZ Position: Q2 2026 in Review

LPL Financial reduced its TCW Senior Loan ETF (SLNZ) stake by 9.5% in Q2 2026, selling an estimated $37.3K and leaving 7,851 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #5308.

LPL Financial first reported a position in SLNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 11 funds tracked by Wall St. Rank hold SLNZ as of Q2 2026.

LPL Financial held 7,851 shares of TCW Senior Loan ETF worth $358K as of Q2 2026.
LPL Financial sold 820 TCW Senior Loan ETF shares in Q2 2026, an estimated $37.3K.
TCW Senior Loan ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5308 holding.
LPL Financial first reported a position in TCW Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
LPL Financial's TCW Senior Loan ETF position peaked at $1.38M in Q3 2025.
11 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.