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 Q3	$1.39M	Buy	28,179 +1,197	+4%	+$58.9K	0.08%	72
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 $7B AUM 14.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armstrong Advisory Group's LONZ Position: Q3 2026 in Review

Armstrong Advisory Group increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 4.4% in Q3 2026, buying an estimated $58.9K and bringing the position to 28,179 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #72.

Armstrong Advisory Group first reported a position in LONZ in Q4 2023 and has held it in 12 quarters since. 12 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

Armstrong Advisory Group held 28,179 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.39M as of Q3 2026.
Armstrong Advisory Group bought 1,197 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2026, an estimated $58.9K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 0.08% of Armstrong Advisory Group's portfolio in Q3 2026, its #72 holding.
Armstrong Advisory Group first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2023 and has held it in 12 quarters since.
12 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.