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

VestGen 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	$404K	Buy	8,188 +5	+0.1%	+$247	0.01%	740
2026 Q1	$406K	Sell	8,183 -1,380	-14%	-$68.8K	0.01%	730
2025 Q4	$481K	Buy	9,563 +30	+0.3%	+$1.52K	0.02%	494
2025 Q3	$487K	Sell	9,533 -1,047	-10%	-$53.3K	0.02%	485
2025 Q2	$540K	Sell	10,580 -384	-4%	-$19.3K	0.02%	410
2025 Q1	$552K	Buy	+10,964	New	+$557K	0.03%	373

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

VestGen Advisors's LONZ Position: Q2 2026 in Review

VestGen Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 0.06% in Q2 2026, buying an estimated $247 and bringing the position to 8,188 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #740.

VestGen Advisors first reported a position in LONZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q1 2025. 72 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

VestGen Advisors held 8,188 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $404K as of Q2 2026.
VestGen Advisors bought 5 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $247.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #740 holding.
VestGen Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $552K in Q1 2025.
72 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.