Gradient Investments’s PIMCO Senior Loan and Short-Term Active ETF 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 Q3	$7.95M	Buy	161,850 +2,176	+1%	+$107K	0.11%	159
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

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $128M AUM 12.44% 1-Year Est. Return

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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Gradient Investments's LONZ Position: Q3 2026 in Review

Gradient Investments increased its PIMCO Senior Loan and Short-Term Active ETF (LONZ) stake by 1.4% in Q3 2026, buying an estimated $107K and bringing the position to 161,850 shares worth $7.95M. The position accounts for 0.11% of the portfolio, ranked #159.

Gradient Investments first reported a position in LONZ in Q4 2024 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

Gradient Investments held 161,850 shares of PIMCO Senior Loan and Short-Term Active ETF worth $7.95M as of Q3 2026.
Gradient Investments bought 2,176 PIMCO Senior Loan and Short-Term Active ETF shares in Q3 2026, an estimated $107K.
PIMCO Senior Loan and Short-Term Active ETF made up 0.11% of Gradient Investments's portfolio in Q3 2026, its #159 holding.
Gradient Investments first reported a position in PIMCO Senior Loan and Short-Term Active ETF in Q4 2024 and has held it in 8 quarters since.
29 funds tracked by Wall St. Rank held PIMCO Senior Loan and Short-Term Active ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.