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Tactive Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Tactive Advisors’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 		$481K Buy
9,753
+956
+11% +$47.2K 0.12% 155
2026
Q1 		$434K Buy
8,797
+1,877
+27% +$93.6K 0.12% 156
2025
Q4 		$348K Sell
6,920
-1,391
-17% -$70.4K 0.1% 179
2025
Q3 		$424K Buy
8,311
+2,487
+43% +$127K 0.12% 162
2025
Q2 		$297K Buy
+5,824
New +$293K 0.1% 175

Other funds holding LONZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Tactive Advisors's LONZ Position: Q2 2026 in Review

Tactive Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 11% in Q2 2026, buying an estimated $47.2K and bringing the position to 9,753 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #155.

Tactive Advisors first reported a position in LONZ in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Tactive Advisors held 9,753 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $481K as of Q2 2026.
  • Tactive Advisors bought 956 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $47.2K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.12% of Tactive Advisors's portfolio in Q2 2026, its #155 holding.
  • Tactive Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.