McAdam LLC’s PIMCO Senior Loan Active Exchange-Traded Fund 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 Q2	$5.71M	Buy	+115,747	New	+$5.72M	0.22%	48

Other funds holding LONZ

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

McAdam LLC's LONZ Position: Q2 2026 in Review

McAdam LLC opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 115,747 shares worth $5.71M. The stake represents 0.22% of the portfolio and ranks #48 among its holdings.

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

McAdam LLC held 115,747 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $5.71M as of Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund was a new McAdam LLC position in Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.22% of McAdam LLC's portfolio in Q2 2026, its #48 holding.
42 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.