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Gilpin Wealth Management’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Gilpin Wealth Management’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 		$983 Hold
20
– – ﹤0.01% 693
2026
Q2 		$987 Hold
20
– – ﹤0.01% 511
2026
Q1 		$988 Buy
+20
New +$997 ﹤0.01% 481

Other funds holding LONZ

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 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
TA
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
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Gilpin Wealth Management's LONZ Position: Q3 2026 in Review

Gilpin Wealth Management held its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) position steady in Q3 2026 at 20 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Gilpin Wealth Management first reported a position in LONZ in Q1 2026 and has held it in 3 quarters since. The position peaked at $988 in Q1 2026. 13 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • Gilpin Wealth Management held 20 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $983 as of Q3 2026.
  • Gilpin Wealth Management left its PIMCO Senior Loan Active Exchange-Traded Fund share count unchanged in Q3 2026.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #693 holding.
  • Gilpin Wealth Management first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $988 in Q1 2026.
  • 13 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.