Gradient Investments’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Gradient Investments’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	$7.87M	Buy	159,674 +5,003	+3%	+$247K	0.11%	161
2026 Q1	$7.64M	Buy	154,671 +4,767	+3%	+$238K	0.12%	162
2025 Q4	$7.54M	Buy	149,904 +2,835	+2%	+$144K	0.12%	163
2025 Q3	$7.51M	Buy	147,069 +2,810	+2%	+$143K	0.13%	157
2025 Q2	$7.36M	Buy	144,259 +1,253	+0.9%	+$63K	0.13%	150
2025 Q1	$7.21M	Buy	143,006 +9,504	+7%	+$483K	0.15%	144
2024 Q4	$6.82M	Buy	+133,502	New	+$6.84M	0.14%	135

Other funds holding LONZ

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

True Wealth Design Akron, Ohio $420M AUM 22.7% 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