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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
Q3 		$810K Buy
16,471
+6,718
+69% +$330K 0.19% 108
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 $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tactive Advisors's LONZ Position: Q3 2026 in Review

Tactive Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 69% in Q3 2026, buying an estimated $330K and bringing the position to 16,471 shares worth $810K. The position accounts for 0.19% of the portfolio, ranked #108.

Tactive Advisors first reported a position in LONZ in Q2 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • Tactive Advisors held 16,471 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $810K as of Q3 2026.
  • Tactive Advisors bought 6,718 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2026, an estimated $330K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.19% of Tactive Advisors's portfolio in Q3 2026, its #108 holding.
  • Tactive Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.