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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

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 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

Armstrong Advisory Group's LONZ Position: Q2 2026 in Review

Armstrong Advisory Group increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 14% in Q2 2026, buying an estimated $168K and bringing the position to 26,982 shares worth $1.33M. The position accounts for 0.08% of the portfolio, ranked #80.

Armstrong Advisory Group first reported a position in LONZ in Q4 2023 and has held it in 11 quarters since. 73 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

  • Armstrong Advisory Group held 26,982 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.33M as of Q2 2026.
  • Armstrong Advisory Group bought 3,405 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $168K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.08% of Armstrong Advisory Group's portfolio in Q2 2026, its #80 holding.
  • Armstrong Advisory Group first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q4 2023 and has held it in 11 quarters since.
  • 73 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.