McAdam LLC
LONZ icon

McAdam LLC’s PIMCO Senior Loan and Short-Term Active ETF LONZ Stock Holding History

McAdam LLC’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 		$6.19M Buy
125,946
+10,199
+9% +$502K 0.23% 46
2026
Q2 		$5.71M Buy
+115,747
New +$5.72M 0.22% 48

Other funds holding LONZ

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mid-American Wealth Advisory Group
Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return
RWIA
Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

McAdam LLC's LONZ Position: Q3 2026 in Review

McAdam LLC increased its PIMCO Senior Loan and Short-Term Active ETF (LONZ) stake by 8.8% in Q3 2026, buying an estimated $502K and bringing the position to 125,946 shares worth $6.19M. The position accounts for 0.23% of the portfolio, ranked #46.

McAdam LLC first reported a position in LONZ in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • McAdam LLC held 125,946 shares of PIMCO Senior Loan and Short-Term Active ETF worth $6.19M as of Q3 2026.
  • McAdam LLC bought 10,199 PIMCO Senior Loan and Short-Term Active ETF shares in Q3 2026, an estimated $502K.
  • PIMCO Senior Loan and Short-Term Active ETF made up 0.23% of McAdam LLC's portfolio in Q3 2026, its #46 holding.
  • McAdam LLC first reported a position in PIMCO Senior Loan and Short-Term Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.