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

Networth 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	$5.57K	Buy	113 +23	+26%	+$1.14K	﹤0.01%	222
2026 Q1	$4.44K	Sell	90 -33	-27%	-$1.65K	﹤0.01%	257
2025 Q4	$6.18K	Buy	+123	New	+$6.23K	﹤0.01%	185

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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

Networth Advisors's LONZ Position: Q2 2026 in Review

Networth Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 26% in Q2 2026, buying an estimated $1.14K and bringing the position to 113 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Networth Advisors first reported a position in LONZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.18K in Q4 2025. 42 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Networth Advisors held 113 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $5.57K as of Q2 2026.
Networth Advisors bought 23 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $1.14K.
PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #222 holding.
Networth Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2025 and has held it in 3 quarters since.
Networth Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $6.18K in Q4 2025.
42 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.