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LifeGoal Wealth Advisors’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

LifeGoal Wealth Advisors’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 		$1.53M Buy
31,168
+14,105
+83% +$694K 0.47% 38
2026
Q2 		$841K Buy
+17,063
New +$843K 0.39% 38

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

LifeGoal Wealth Advisors's LONZ Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 83% in Q3 2026, buying an estimated $694K and bringing the position to 31,168 shares worth $1.53M. The position accounts for 0.47% of the portfolio, ranked #38.

LifeGoal Wealth Advisors first reported a position in LONZ in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • LifeGoal Wealth Advisors held 31,168 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $1.53M as of Q3 2026.
  • LifeGoal Wealth Advisors bought 14,105 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2026, an estimated $694K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.47% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #38 holding.
  • LifeGoal Wealth Advisors first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

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