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Pimco Senior Loan Active Etf shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Pimco Senior Loan Active Etf (LONZ) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Pimco Senior Loan Active Etf

Tip: Access up to 7 years of quarterly data

All positions including Pimco Senior Loan Active Etf held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Senior Loan Active Etf by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $689 14 49.29

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Pimco Senior Loan Active Etf

Allianz Asset Management
Harel Insurance Investments & Financial Services
LPL Financial
State of New Jersey Common Pension Fund D
Goldman Sachs Group
Flatrock Wealth Partners
Independent Advisor Alliance
Cordoba Advisory Partners
Gradient Investments
McAdam
Cambridge Investment Research Advisors
Envestnet Asset Management
Mid-American Wealth Advisory Group
Atria Investments
Elequin Capital

View all funds holding Pimco Senior Loan Active Etf