Wealth Enhancement Advisory Services
LONZ icon

Wealth Enhancement Advisory Services’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.12M Buy
43,089
+2,732
+7% +$135K ﹤0.01% 1532
2026
Q1 		$1.98M Sell
40,357
-88,652
-69% -$4.42M ﹤0.01% 1395
2025
Q4 		$6.5M Sell
129,009
-1,206,447
-90% -$61.1M 0.01% 891
2025
Q3 		$67.8M Sell
1,335,456
-21,813
-2% -$1.11M 0.1% 186
2025
Q2 		$69.1M Buy
1,357,269
+6,987
+0.5% +$351K 0.11% 174
2025
Q1 		$68M Buy
1,350,282
+41,683
+3% +$2.12M 0.13% 156
2024
Q4 		$66.9M Buy
1,308,599
+8,692
+0.7% +$446K 0.13% 154
2024
Q3 		$66.5M Buy
1,299,907
+264,818
+26% +$13.5M 0.14% 142
2024
Q2 		$53M Buy
1,035,089
+81,651
+9% +$4.18M 0.13% 166
2024
Q1 		$48.8M Buy
953,438
+16,022
+2% +$814K 0.13% 166
2023
Q4 		$47.3M Buy
937,416
+110,959
+13% +$5.56M 0.14% 156
2023
Q3 		$41.6M Buy
+826,457
New +$41.4M 0.14% 153

Other funds holding LONZ

Allianz Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State of New Jersey Common Pension Fund D
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's LONZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 6.8% in Q2 2026, buying an estimated $135K and bringing the position to 43,089 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Wealth Enhancement Advisory Services first reported a position in LONZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $69.1M in Q2 2025. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 43,089 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $2.12M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,732 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $135K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1532 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $69.1M in Q2 2025.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.