Armstrong Advisory Group’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Armstrong Advisory Group’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	$1.33M	Buy	26,982 +3,405	+14%	+$168K	0.08%	80
2026 Q1	$1.16M	Buy	23,577 +447	+2%	+$22.3K	0.08%	79
2025 Q4	$1.16M	Buy	23,130 +2,368	+11%	+$120K	0.08%	76
2025 Q3	$1.06M	Buy	20,762 +1,138	+6%	+$58K	0.07%	75
2025 Q2	$1M	Buy	19,624 +624	+3%	+$31.4K	0.08%	67
2025 Q1	$971K	Hold	19,000	–	–	0.08%	64
2024 Q4	$971K	Buy	19,000 +1,418	+8%	+$72.7K	0.08%	64
2024 Q3	$899K	Buy	17,582 +3,679	+26%	+$188K	0.07%	67
2024 Q2	$711K	Buy	13,903 +5,442	+64%	+$278K	0.06%	80
2024 Q1	$427K	Hold	8,461	–	–	0.04%	111
2023 Q4	$427K	Buy	+8,461	New	+$424K	0.04%	111

Other funds holding LONZ

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return