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

True Wealth Design’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	$546K	Buy	+11,074	New	+$547K	0.13%	37

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

True Wealth Design's LONZ Position: Q2 2026 in Review

True Wealth Design opened a new position in PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q2 2026: 11,074 shares worth $546K. The stake represents 0.13% of the portfolio and ranks #37 among its holdings.

73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

True Wealth Design held 11,074 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $546K as of Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund was a new True Wealth Design position in Q2 2026.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.13% of True Wealth Design's portfolio in Q2 2026, its #37 holding.
73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.