Total Clarity Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Total Clarity Wealth Management’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	$368K	Sell	7,453 -17,432	-70%	-$862K	0.07%	267
2026 Q1	$1.23M	Buy	24,885 +2,137	+9%	+$107K	0.29%	84
2025 Q4	$1.14M	Buy	22,748 +6,227	+38%	+$315K	0.28%	92
2025 Q3	$844K	Buy	16,521 +619	+4%	+$31.5K	0.22%	118
2025 Q2	$811K	Buy	15,902 +6,600	+71%	+$332K	0.23%	110
2025 Q1	$475K	Sell	9,302 -169	-2%	-$8.58K	0.16%	153
2024 Q4	$484K	Buy	+9,471	New	+$486K	0.16%	153

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

Total Clarity Wealth Management's LONZ Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 70% in Q2 2026, selling an estimated $862K and leaving 7,453 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #267.

Total Clarity Wealth Management first reported a position in LONZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q1 2026. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Total Clarity Wealth Management held 7,453 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $368K as of Q2 2026.
Total Clarity Wealth Management sold 17,432 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $862K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.07% of Total Clarity Wealth Management's portfolio in Q2 2026, its #267 holding.
Total Clarity Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Total Clarity Wealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $1.23M in Q1 2026.
72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.