PAG
LONZ icon

Private Advisor Group’s PIMCO Senior Loan Active Exchange-Traded Fund 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
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Private Advisor Group increased its PIMCO Senior Loan Active Exchange-Traded Fund (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 Active Exchange-Traded Fund worth $490K as of Q2 2026.
  • Private Advisor Group bought 4,607 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $228K.
  • PIMCO Senior Loan Active Exchange-Traded Fund 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 Active Exchange-Traded Fund in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

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