Mid-American Wealth Advisory Group’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Mid-American Wealth 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	$4.32M	Sell	87,606 -5,924	-6%	-$293K	1.56%	13
2026 Q1	$4.7M	Hold	93,530	–	–	1.99%	12
2025 Q4	$4.7M	Buy	93,530 +5,452	+6%	+$276K	1.99%	12
2025 Q3	$4.5M	Buy	88,078 +7,812	+10%	+$398K	2.01%	14
2025 Q2	$4.09M	Buy	80,266 +22,192	+38%	+$1.12M	1.95%	17
2025 Q1	$2.93M	Buy	58,074 +11,281	+24%	+$573K	1.57%	21
2024 Q4	$2.39M	Buy	46,793 +17,151	+58%	+$879K	1.41%	20
2024 Q3	$1.52M	Buy	29,642 +11,451	+63%	+$584K	0.95%	22
2024 Q2	$931K	Buy	18,191 +8,793	+94%	+$450K	0.59%	26
2024 Q1	$481K	Buy	+9,398	New	+$477K	0.32%	27

Other funds holding LONZ

CAP

Cordoba Advisory Partners New York $472M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

RWIA

Roger Wittlin Investment Advisory San Francisco, California $127M AUM 18.93% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

AAG

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

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

LWA

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

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Mid-American Wealth Advisory Group's LONZ Position: Q2 2026 in Review

Mid-American Wealth Advisory Group reduced its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 6.3% in Q2 2026, selling an estimated $293K and leaving 87,606 shares worth $4.32M. The position accounts for 1.56% of the portfolio, ranked #13.

Mid-American Wealth Advisory Group first reported a position in LONZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.7M in Q1 2026. 20 funds tracked by Wall St. Rank hold LONZ as of Q2 2026.

Mid-American Wealth Advisory Group held 87,606 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $4.32M as of Q2 2026.
Mid-American Wealth Advisory Group sold 5,924 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q2 2026, an estimated $293K.
PIMCO Senior Loan Active Exchange-Traded Fund made up 1.56% of Mid-American Wealth Advisory Group's portfolio in Q2 2026, its #13 holding.
Mid-American Wealth Advisory Group first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q1 2024 and has held it in 10 quarters since.
Mid-American Wealth Advisory Group's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $4.7M in Q1 2026.
20 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q2 2026.

Based on Mid-American Wealth Advisory Group's 13F filing for Q2 2026, filed 16 Jul 2026.