True Wealth Design
LONZ icon

True Wealth Design’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

True Wealth Design’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 		$910K Buy
18,515
+7,441
+67% +$366K 0.21% 26
2026
Q2 		$546K Buy
+11,074
New +$547K 0.13% 37

Other funds holding LONZ

Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mid-American Wealth Advisory Group
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LifeGoal Wealth Advisors
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

True Wealth Design's LONZ Position: Q3 2026 in Review

True Wealth Design increased its PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) stake by 67% in Q3 2026, buying an estimated $366K and bringing the position to 18,515 shares worth $910K. The position accounts for 0.21% of the portfolio, ranked #26.

True Wealth Design first reported a position in LONZ in Q2 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold LONZ as of Q3 2026.

  • True Wealth Design held 18,515 shares of PIMCO Senior Loan Active Exchange-Traded Fund worth $910K as of Q3 2026.
  • True Wealth Design bought 7,441 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q3 2026, an estimated $366K.
  • PIMCO Senior Loan Active Exchange-Traded Fund made up 0.21% of True Wealth Design's portfolio in Q3 2026, its #26 holding.
  • True Wealth Design first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.