Simplicity Wealth’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Simplicity Wealth’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	$1.96M	Sell	39,749 -11,338	-22%	-$560K	0.07%	283
2026 Q1	$2.52M	Sell	51,087 -1,957	-4%	-$97.6K	0.14%	155
2025 Q4	$2.67M	Buy	53,044 +6,387	+14%	+$323K	0.16%	143
2025 Q3	$2.38M	Buy	+46,657	New	+$2.38M	0.14%	166
2025 Q2	–	Sell	-69,327	Closed	-$3.49M	–	636
2025 Q1	$3.49M	Buy	+69,327	New	+$3.52M	0.27%	87

Other funds holding LONZ

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 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 $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

Simplicity Wealth's LONZ Position: Q2 2026 in Review

Simplicity Wealth reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 22% in Q2 2026, selling an estimated $560K and leaving 39,749 shares worth $1.96M. The position accounts for 0.07% of the portfolio, ranked #283.

Simplicity Wealth first reported a position in LONZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.49M in Q1 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Simplicity Wealth held 39,749 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.96M as of Q2 2026.
Simplicity Wealth sold 11,338 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $560K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.07% of Simplicity Wealth's portfolio in Q2 2026, its #283 holding.
Simplicity Wealth first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and has held it in 5 quarters since.
Simplicity Wealth's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $3.49M in Q1 2025.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.