Signature Equity Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Signature Equity Partners’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	$5.21K	Buy	106 +3	+3%	+$148	﹤0.01%	982
2026 Q1	$5.11K	Buy	+103	New	+$5.14K	﹤0.01%	958

Other funds holding LONZ

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

FWP

Flatrock Wealth Partners Newport Beach, California $255M AUM

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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 22.9% 1-Year Est. Return

Signature Equity Partners's LONZ Position: Q2 2026 in Review

Signature Equity Partners increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 2.9% in Q2 2026, buying an estimated $148 and bringing the position to 106 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Signature Equity Partners 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.

Signature Equity Partners held 106 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $5.21K as of Q2 2026.
Signature Equity Partners bought 3 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $148.
PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #982 holding.
Signature Equity Partners 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 Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.