TA
LONZ icon

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

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return