PS
SLNZ

Principal Securities’s TCW Senior Loan ETF SLNZ Stock Holding History

Principal Securities’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 		$210K Sell
4,599
-79
-2% -$3.6K ﹤0.01% 1499
2026
Q1 		$212K Sell
4,678
-1,255
-21% -$57.4K ﹤0.01% 1368
2025
Q4 		$275K Sell
5,933
-1,079
-15% -$50.3K ﹤0.01% 1177
2025
Q3 		$330K Sell
7,012
-490
-7% -$23K 0.01% 1081
2025
Q2 		$353K Sell
7,502
-437
-6% -$20.5K 0.01% 1002
2025
Q1 		$376K Hold
7,939
– – 0.01% 881
2024
Q4 		$376K Buy
+7,939
New +$377K 0.01% 877

Other funds holding SLNZ

TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities's SLNZ Position: Q2 2026 in Review

Principal Securities reduced its TCW Senior Loan ETF (SLNZ) stake by 1.7% in Q2 2026, selling an estimated $3.6K and leaving 4,599 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Principal Securities first reported a position in SLNZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $376K in Q1 2025. 11 funds tracked by Wall St. Rank hold SLNZ as of Q2 2026.

  • Principal Securities held 4,599 shares of TCW Senior Loan ETF worth $210K as of Q2 2026.
  • Principal Securities sold 79 TCW Senior Loan ETF shares in Q2 2026, an estimated $3.6K.
  • TCW Senior Loan ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1499 holding.
  • Principal Securities first reported a position in TCW Senior Loan ETF in Q4 2024 and has held it in 7 quarters since.
  • Principal Securities's TCW Senior Loan ETF position peaked at $376K in Q1 2025.
  • 11 funds tracked by Wall St. Rank held TCW Senior Loan ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.