Private Advisor Group’s PIMCO Senior Loan and Short-Term Active ETF LONZ Stock Holding History

Private Advisor Group’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	$490K	Buy	9,939 +4,607	+86%	+$228K	﹤0.01%	1811
2026 Q1	$263K	Buy	+5,332	New	+$266K	﹤0.01%	2284

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Flatrock Wealth Partners Newport Beach, California $255M AUM

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 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 22.9% 1-Year Est. Return

Private Advisor Group's LONZ Position: Q2 2026 in Review

Private Advisor Group increased its PIMCO Senior Loan and Short-Term Active ETF (LONZ) stake by 86% in Q2 2026, buying an estimated $228K and bringing the position to 9,939 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1811.

Private Advisor Group first reported a position in LONZ in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Private Advisor Group held 9,939 shares of PIMCO Senior Loan and Short-Term Active ETF worth $490K as of Q2 2026.
Private Advisor Group bought 4,607 PIMCO Senior Loan and Short-Term Active ETF shares in Q2 2026, an estimated $228K.
PIMCO Senior Loan and Short-Term Active ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1811 holding.
Private Advisor Group first reported a position in PIMCO Senior Loan and Short-Term Active ETF in Q1 2026 and has held it in 2 quarters since.
72 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.